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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 | $126,777 | $114,712+10.5% | $173,730-27.0% | $87,485+44.9% |
| Participation rate | 59.3% | 73.0%-13.7pp | 79.6%-20.3pp | 68.9%-9.7pp |
| Annual return | 17.34% | 20.18%-2.8pp | 19.96%-2.6pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,934 | $2,904+1.0% | $4,577-35.9% | $2,596+13.0% |
| Participant deferral / active EE | $4,745 | $4,642+2.2% | $6,326-25.0% | $4,274+11.0% |
| Admin fee / account holder | $2,427 | $10,210-76.2% | $17,523-86.1% | $7,775-68.8% |