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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 | $123,763 | $95,453+29.7% | $112,040+10.5% | $82,448+50.1% |
| Participation rate | 67.9% | 72.8%-4.8pp | 76.5%-8.6pp | 68.1%-0.1pp |
| Annual return | 13.96% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,411 | $2,318-39.1% | $2,954-52.2% | $2,551-44.7% |
| Participant deferral / active EE | $2,837 | $4,224-32.8% | $5,098-44.3% | $4,139-31.5% |
| Admin fee / account holder | $13,629 | $9,013+51.2% | $12,098+12.7% | $7,234+88.4% |