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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 | $116,854 | $95,404+22.5% | $113,397+3.0% | $82,637+41.4% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 18.74% | 19.08%-0.3pp | 23.20%-4.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,911 | $2,307-17.1% | $2,977-35.8% | $2,552-25.1% |
| Participant deferral / active EE | $3,683 | $4,220-12.7% | $5,076-27.4% | $4,126-10.7% |
| Admin fee / account holder | $468 | $9,168-94.9% | $11,957-96.1% | $7,339-93.6% |