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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 | $120,761 | $92,219+30.9% | $76,767+57.3% | $135,380-10.8% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | 7.41% | 5.46%+2.0pp | 2.43%+5.0pp | 519.81%-512.4pp |
| Employer contribution / active EE | $1,946 | $3,216-39.5% | $2,485-21.7% | $4,779-59.3% |
| Participant deferral / active EE | $3,814 | $4,508-15.4% | $3,852-1.0% | $5,609-32.0% |
| Admin fee / account holder | $3,544 | $10,749-67.0% | $6,675-46.9% | $10,828-67.3% |