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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 | $115,164 | $76,371+50.8% | $93,621+23.0% | $72,975+57.8% |
| Participation rate | 64.7% | 71.8%-7.0pp | 75.8%-11.1pp | 69.5%-4.8pp |
| Annual return | 17.92% | 25.82%-7.9pp | 32.76%-14.8pp | 81.01%-63.1pp |
| Employer contribution / active EE | $1,977 | $2,276-13.1% | $2,719-27.3% | $2,440-19.0% |
| Participant deferral / active EE | $3,330 | $3,538-5.9% | $4,070-18.2% | $3,608-7.7% |
| Admin fee / account holder | $2,557 | $6,839-62.6% | $7,890-67.6% | $5,124-50.1% |