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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 | $103,331 | $86,330+19.7% | $121,871-15.2% | $94,015+9.9% |
| Participation rate | 53.8% | 66.7%-12.8pp | 73.2%-19.3pp | 70.8%-17.0pp |
| Annual return | 18.60% | 14.95%+3.7pp | 13.57%+5.0pp | 17.84%+0.8pp |
| Employer contribution / active EE | $1,837 | $2,292-19.9% | $2,731-32.7% | $2,790-34.2% |
| Participant deferral / active EE | $4,300 | $3,146+36.7% | $4,318-0.4% | $4,249+1.2% |
| Admin fee / account holder | $2,405 | $7,346-67.3% | $11,551-79.2% | $8,951-73.1% |