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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 | $108,987 | $92,811+17.4% | $238,191-54.2% | $86,983+25.3% |
| Participation rate | 62.5% | 69.3%-6.8pp | 77.1%-14.6pp | 69.5%-7.0pp |
| Annual return | 18.18% | 16.16%+2.0pp | 13.02%+5.2pp | 25.83%-7.6pp |
| Employer contribution / active EE | $2,183 | $2,728-20.0% | $5,082-57.0% | $2,584-15.5% |
| Participant deferral / active EE | $3,967 | $4,479-11.4% | $6,726-41.0% | $4,194-5.4% |
| Admin fee / account holder | $3,449 | $9,177-62.4% | $34,582-90.0% | $7,856-56.1% |