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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 | $114,687 | $95,453+20.1% | $112,040+2.4% | $82,448+39.1% |
| Participation rate | 65.5% | 72.8%-7.2pp | 76.5%-11.0pp | 68.1%-2.6pp |
| Annual return | 20.46% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,782 | $2,318-23.1% | $2,954-39.7% | $2,551-30.2% |
| Participant deferral / active EE | $3,640 | $4,224-13.8% | $5,098-28.6% | $4,139-12.1% |
| Admin fee / account holder | $1,041 | $9,013-88.4% | $12,098-91.4% | $7,234-85.6% |