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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 | $120,805 | $95,453+26.6% | $112,040+7.8% | $82,448+46.5% |
| Participation rate | 55.8% | 72.8%-16.9pp | 76.5%-20.7pp | 68.1%-12.3pp |
| Annual return | 17.56% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,293 | $2,318-44.2% | $2,954-56.2% | $2,551-49.3% |
| Participant deferral / active EE | $4,172 | $4,224-1.2% | $5,098-18.2% | $4,139+0.8% |
| Admin fee / account holder | $7,371 | $9,013-18.2% | $12,098-39.1% | $7,234+1.9% |