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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 | $111,710 | $54,541+104.8% | $78,778+41.8% | $70,126+59.3% |
| Participation rate | 56.0% | 60.8%-4.8pp | 69.2%-13.2pp | 69.5%-13.5pp |
| Annual return | 14.07% | 21.07%-7.0pp | 35.62%-21.5pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,372 | $1,089+26.1% | $1,986-30.9% | $2,343-41.4% |
| Participant deferral / active EE | $3,707 | $2,210+67.7% | $2,958+25.3% | $3,332+11.3% |
| Admin fee / account holder | $4,541 | $3,709+22.4% | $5,134-11.6% | $4,645-2.3% |