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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,024 | $69,444+65.6% | $92,985+23.7% | $87,485+31.5% |
| Participation rate | 60.9% | 63.3%-2.4pp | 69.5%-8.6pp | 68.9%-8.1pp |
| Annual return | 14.67% | 23.85%-9.2pp | 27.99%-13.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,478 | $1,917-22.9% | $2,662-44.5% | $2,596-43.1% |
| Participant deferral / active EE | $4,368 | $3,364+29.8% | $4,377-0.2% | $4,274+2.2% |
| Admin fee / account holder | $709 | $6,137-88.5% | $9,463-92.5% | $7,775-90.9% |