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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 | $121,889 | $97,550+25.0% | $120,344+1.3% | $87,485+39.3% |
| Participation rate | 49.0% | 72.8%-23.8pp | 76.7%-27.7pp | 68.9%-20.0pp |
| Annual return | 20.40% | 18.41%+2.0pp | 20.30%+0.1pp | 26.06%-5.7pp |
| Employer contribution / active EE | $2,193 | $2,291-4.3% | $3,020-27.4% | $2,596-15.5% |
| Participant deferral / active EE | $5,087 | $4,230+20.3% | $5,135-0.9% | $4,274+19.0% |
| Admin fee / account holder | $427 | $9,543-95.5% | $12,742-96.6% | $7,775-94.5% |