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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 | $96,289+13.2% | $213,469-48.9% | $87,485+24.6% |
| Participation rate | 62.5% | 69.6%-7.1pp | 77.1%-14.6pp | 68.9%-6.4pp |
| Annual return | 18.18% | 17.78%+0.4pp | 20.58%-2.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,183 | $3,035-28.1% | $4,994-56.3% | $2,596-15.9% |
| Participant deferral / active EE | $3,967 | $4,750-16.5% | $6,841-42.0% | $4,274-7.2% |
| Admin fee / account holder | $3,449 | $9,670-64.3% | $27,141-87.3% | $7,775-55.6% |