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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 | $104,828 | $76,371+37.3% | $93,621+12.0% | $72,976+43.6% |
| Participation rate | 69.0% | 71.8%-2.8pp | 75.8%-6.9pp | 69.5%-0.5pp |
| Annual return | 24.93% | 25.82%-0.9pp | 32.76%-7.8pp | 81.02%-56.1pp |
| Employer contribution / active EE | $2,043 | $2,276-10.2% | $2,719-24.8% | $2,440-16.3% |
| Participant deferral / active EE | $3,108 | $3,538-12.2% | $4,070-23.6% | $3,608-13.8% |
| Admin fee / account holder | $1,155 | $6,839-83.1% | $7,890-85.4% | $5,124-77.5% |