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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 | $106,235 | $58,493+81.6% | $84,021+26.4% | $72,975+45.6% |
| Participation rate | 56.0% | 61.2%-5.2pp | 69.0%-13.0pp | 69.5%-13.5pp |
| Annual return | 19.29% | 28.93%-9.6pp | 71.32%-52.0pp | 81.01%-61.7pp |
| Employer contribution / active EE | $1,157 | $1,163-0.5% | $1,984-41.7% | $2,440-52.6% |
| Participant deferral / active EE | $2,648 | $2,394+10.6% | $3,239-18.3% | $3,608-26.6% |
| Admin fee / account holder | $3,186 | $4,569-30.3% | $6,102-47.8% | $5,124-37.8% |