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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 | $104,856 | $73,787+42.1% | $98,716+6.2% | $82,448+27.2% |
| Participation rate | 69.2% | 61.4%+7.8pp | 69.3%-0.1pp | 68.1%+1.2pp |
| Annual return | 17.60% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,188 | $1,511-21.4% | $2,279-47.9% | $2,551-53.4% |
| Participant deferral / active EE | $2,867 | $3,081-6.9% | $4,048-29.2% | $4,139-30.7% |
| Admin fee / account holder | $477 | $6,500-92.7% | $8,703-94.5% | $7,234-93.4% |