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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 | $57,073+89.0% | $85,126+26.7% | $80,925+33.3% |
| Participation rate | 56.3% | 56.4%-0.1pp | 67.5%-11.3pp | 67.7%-11.4pp |
| Annual return | 13.66% | 21.69%-8.0pp | 66.63%-53.0pp | 35.65%-22.0pp |
| Employer contribution / active EE | $3,612 | $1,801+100.6% | $2,731+32.2% | $2,756+31.0% |
| Participant deferral / active EE | $6,620 | $3,113+112.7% | $4,523+46.4% | $4,299+54.0% |
| Admin fee / account holder | $1,403 | $4,988-71.9% | $6,160-77.2% | $6,940-79.8% |