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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 | $109,785 | $86,949+26.3% | $102,460+7.1% | $80,959+35.6% |
| Participation rate | 65.9% | 72.4%-6.5pp | 76.5%-10.6pp | 67.7%-1.8pp |
| Annual return | 12.99% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,094 | $2,370-53.8% | $3,025-63.8% | $2,757-60.3% |
| Participant deferral / active EE | $4,575 | $4,121+11.0% | $5,056-9.5% | $4,300+6.4% |
| Admin fee / account holder | $16,550 | $8,048+105.6% | $9,460+74.9% | $6,925+139.0% |