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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 | $67,894+52.2% | $89,340+15.7% | $82,448+25.3% |
| Participation rate | 53.8% | 64.0%-10.2pp | 69.6%-15.7pp | 68.1%-14.2pp |
| Annual return | 18.60% | 19.21%-0.6pp | 20.57%-2.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,837 | $1,828+0.5% | $2,231-17.7% | $2,551-28.0% |
| Participant deferral / active EE | $4,300 | $3,072+40.0% | $3,823+12.5% | $4,139+3.9% |
| Admin fee / account holder | $2,405 | $5,723-58.0% | $6,704-64.1% | $7,234-66.8% |