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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 | $107,860 | $57,140+88.8% | $85,240+26.5% | $80,959+33.2% |
| Participation rate | 56.3% | 56.4%-0.2pp | 67.5%-11.3pp | 67.7%-11.4pp |
| Annual return | 13.66% | 21.71%-8.0pp | 66.75%-53.1pp | 35.67%-22.0pp |
| Employer contribution / active EE | $3,612 | $1,802+100.4% | $2,735+32.0% | $2,757+31.0% |
| Participant deferral / active EE | $6,620 | $3,115+112.5% | $4,527+46.2% | $4,300+53.9% |
| Admin fee / account holder | $1,403 | $4,992-71.9% | $6,165-77.2% | $6,925-79.7% |