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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 | $113,594 | $81,504+39.4% | $102,437+10.9% | $80,959+40.3% |
| Participation rate | 54.8% | 66.9%-12.1pp | 74.5%-19.7pp | 67.7%-12.9pp |
| Annual return | 18.84% | 25.60%-6.8pp | 24.95%-6.1pp | 35.67%-16.8pp |
| Employer contribution / active EE | $3,766 | $3,104+21.3% | $3,871-2.7% | $2,757+36.6% |
| Participant deferral / active EE | $8,196 | $3,871+111.7% | $5,060+62.0% | $4,300+90.6% |
| Admin fee / account holder | $5,475 | $6,719-18.5% | $8,388-34.7% | $6,925-20.9% |