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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 | $108,812 | $95,453+14.0% | $112,040-2.9% | $82,448+32.0% |
| Participation rate | 63.3% | 72.8%-9.5pp | 76.5%-13.2pp | 68.1%-4.8pp |
| Annual return | 15.85% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,343 | $2,318-42.1% | $2,954-54.5% | $2,551-47.4% |
| Participant deferral / active EE | $3,881 | $4,224-8.1% | $5,098-23.9% | $4,139-6.2% |
| Admin fee / account holder | $1,862 | $9,013-79.3% | $12,098-84.6% | $7,234-74.3% |