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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 | $95,404+29.7% | $113,397+9.1% | $82,637+49.8% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.5%-8.6pp | 68.1%-0.1pp |
| Annual return | 13.96% | 19.08%-5.1pp | 23.20%-9.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,411 | $2,307-38.8% | $2,977-52.6% | $2,552-44.7% |
| Participant deferral / active EE | $2,837 | $4,220-32.8% | $5,076-44.1% | $4,126-31.2% |
| Admin fee / account holder | $13,629 | $9,168+48.7% | $11,957+14.0% | $7,339+85.7% |