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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 | $121,051 | $76,371+58.5% | $93,621+29.3% | $72,975+65.9% |
| Participation rate | 55.6% | 71.8%-16.2pp | 75.8%-20.3pp | 69.5%-13.9pp |
| Annual return | 20.58% | 25.82%-5.2pp | 32.76%-12.2pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,962 | $2,276-13.8% | $2,719-27.8% | $2,440-19.6% |
| Participant deferral / active EE | $3,401 | $3,538-3.9% | $4,070-16.4% | $3,608-5.7% |
| Admin fee / account holder | $1,986 | $6,839-71.0% | $7,890-74.8% | $5,124-61.2% |