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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 | $103,714 | $51,207+102.5% | $70,565+47.0% | $75,177+38.0% |
| Participation rate | 40.5% | 61.0%-20.4pp | 68.4%-27.8pp | 67.2%-26.7pp |
| Annual return | 20.71% | 30.05%-9.3pp | 32.79%-12.1pp | 160.75%-140.0pp |
| Employer contribution / active EE | $1,237 | $1,826-32.3% | $2,976-58.4% | $2,671-53.7% |
| Participant deferral / active EE | $2,868 | $2,850+0.6% | $4,568-37.2% | $4,126-30.5% |
| Admin fee / account holder | $4,073 | $4,097-0.6% | $6,430-36.7% | $5,651-27.9% |