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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 | $110,426 | $77,574+42.3% | $108,753+1.5% | $86,983+27.0% |
| Participation rate | 51.6% | 62.3%-10.7pp | 71.1%-19.5pp | 69.5%-17.9pp |
| Annual return | 16.01% | 18.42%-2.4pp | 37.47%-21.5pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,147 | $1,611-28.8% | $2,427-52.7% | $2,584-55.6% |
| Participant deferral / active EE | $3,517 | $3,128+12.4% | $4,115-14.5% | $4,194-16.1% |
| Admin fee / account holder | $7,425 | $6,529+13.7% | $10,320-28.0% | $7,856-5.5% |