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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 | $95,404+20.2% | $113,397+1.1% | $82,637+38.8% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.5%-11.0pp | 68.1%-2.5pp |
| Annual return | 20.46% | 19.08%+1.4pp | 23.20%-2.7pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,782 | $2,307-22.8% | $2,977-40.2% | $2,552-30.2% |
| Participant deferral / active EE | $3,640 | $4,220-13.7% | $5,076-28.3% | $4,126-11.8% |
| Admin fee / account holder | $1,041 | $9,168-88.6% | $11,957-91.3% | $7,339-85.8% |