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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 | $100,571 | $58,493+71.9% | $84,023+19.7% | $72,976+37.8% |
| Participation rate | 36.0% | 61.2%-25.2pp | 69.0%-33.0pp | 69.5%-33.5pp |
| Annual return | 34.48% | 28.93%+5.6pp | 71.32%-36.8pp | 81.02%-46.5pp |
| Employer contribution / active EE | $1,135 | $1,163-2.4% | $1,984-42.8% | $2,440-53.5% |
| Participant deferral / active EE | $1,906 | $2,394-20.4% | $3,239-41.2% | $3,608-47.2% |
| Admin fee / account holder | $5,497 | $4,569+20.3% | $6,102-9.9% | $5,124+7.3% |