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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 | $104,220 | $81,487+27.9% | $102,412+1.8% | $80,935+28.8% |
| Participation rate | 65.4% | 66.8%-1.5pp | 74.5%-9.1pp | 67.7%-2.3pp |
| Annual return | 16.27% | 25.60%-9.3pp | 24.94%-8.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $2,092 | $3,103-32.6% | $3,870-45.9% | $2,757-24.1% |
| Participant deferral / active EE | $3,595 | $3,871-7.1% | $5,060-28.9% | $4,299-16.4% |
| Admin fee / account holder | $1,661 | $6,717-75.3% | $8,388-80.2% | $6,924-76.0% |