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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 | $124,203 | $81,476+52.4% | $102,383+21.3% | $80,925+53.5% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.7%-6.9pp |
| Annual return | 14.11% | 25.59%-11.5pp | 24.94%-10.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,240 | $3,105-27.8% | $3,870-42.1% | $2,756-18.7% |
| Participant deferral / active EE | $4,811 | $3,871+24.3% | $5,060-4.9% | $4,299+11.9% |
| Admin fee / account holder | $5,065 | $6,717-24.6% | $8,391-39.6% | $6,940-27.0% |