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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 | $108,126 | $73,787+46.5% | $98,716+9.5% | $82,448+31.1% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 20.81% | 18.57%+2.2pp | 31.81%-11.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,312 | $1,511-13.2% | $2,279-42.4% | $2,551-48.6% |
| Participant deferral / active EE | $4,874 | $3,081+58.2% | $4,048+20.4% | $4,139+17.7% |
| Admin fee / account holder | $2,733 | $6,500-58.0% | $8,703-68.6% | $7,234-62.2% |