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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 | $101,958 | $74,535+36.8% | $100,712+1.2% | $82,637+23.4% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.3%-5.0pp | 68.1%-3.8pp |
| Annual return | 12.53% | 18.92%-6.4pp | 33.27%-20.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,103 | $1,503-26.6% | $2,313-52.3% | $2,552-56.8% |
| Participant deferral / active EE | $2,533 | $3,074-17.6% | $4,085-38.0% | $4,126-38.6% |
| Admin fee / account holder | $3,026 | $6,576-54.0% | $9,256-67.3% | $7,339-58.8% |