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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 | $113,843 | $95,453+19.3% | $112,040+1.6% | $82,448+38.1% |
| Participation rate | 63.2% | 72.8%-9.6pp | 76.5%-13.3pp | 68.1%-4.9pp |
| Annual return | 14.17% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,148 | $2,318-50.5% | $2,954-61.1% | $2,551-55.0% |
| Participant deferral / active EE | $2,931 | $4,224-30.6% | $5,098-42.5% | $4,139-29.2% |
| Admin fee / account holder | $2,501 | $9,013-72.2% | $12,098-79.3% | $7,234-65.4% |