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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 | $105,802 | $86,938+21.7% | $102,423+3.3% | $80,925+30.7% |
| Participation rate | 68.3% | 72.4%-4.0pp | 76.5%-8.2pp | 67.7%+0.7pp |
| Annual return | 16.46% | 18.89%-2.4pp | 29.42%-13.0pp | 35.65%-19.2pp |
| Employer contribution / active EE | $2,186 | $2,369-7.7% | $3,023-27.7% | $2,756-20.7% |
| Participant deferral / active EE | $3,933 | $4,120-4.6% | $5,054-22.2% | $4,299-8.5% |
| Admin fee / account holder | $2,123 | $8,053-73.6% | $9,455-77.5% | $6,940-69.4% |