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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 | $108,124 | $72,012+50.1% | $185,827-41.8% | $79,858+35.4% |
| Participation rate | 68.5% | 65.8%+2.8pp | 78.0%-9.5pp | 69.6%-1.1pp |
| Annual return | 26.78% | 23.12%+3.7pp | 35.96%-9.2pp | 31.72%-4.9pp |
| Employer contribution / active EE | $1,867 | $1,965-4.9% | $4,087-54.3% | $2,471-24.4% |
| Participant deferral / active EE | $4,499 | $3,779+19.1% | $5,633-20.1% | $3,740+20.3% |
| Admin fee / account holder | $4,446 | $4,513-1.5% | $9,502-53.2% | $5,306-16.2% |