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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 | $110,297 | $81,504+35.3% | $102,437+7.7% | $80,959+36.2% |
| Participation rate | 58.8% | 66.9%-8.0pp | 74.5%-15.7pp | 67.7%-8.8pp |
| Annual return | 12.89% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,781 | $3,104-10.4% | $3,871-28.1% | $2,757+0.9% |
| Participant deferral / active EE | $4,540 | $3,871+17.3% | $5,060-10.3% | $4,300+5.6% |
| Admin fee / account holder | $3,784 | $6,719-43.7% | $8,388-54.9% | $6,925-45.4% |