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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 | $116,949 | $63,809+83.3% | $81,353+43.8% | $80,935+44.5% |
| Participation rate | 52.5% | 63.9%-11.4pp | 69.5%-17.0pp | 67.7%-15.1pp |
| Annual return | 11.13% | 16.37%-5.2pp | 24.82%-13.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,586 | $1,981-19.9% | $2,464-35.6% | $2,757-42.5% |
| Participant deferral / active EE | $2,532 | $3,093-18.1% | $3,885-34.8% | $4,299-41.1% |
| Admin fee / account holder | $9,064 | $5,686+59.4% | $5,766+57.2% | $6,924+30.9% |