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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 | $96,205 | $72,471+32.7% | $94,215+2.1% | $86,983+10.6% |
| Participation rate | 56.3% | 63.9%-7.6pp | 70.0%-13.7pp | 69.5%-13.3pp |
| Annual return | 14.57% | 26.44%-11.9pp | 28.22%-13.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,584 | $1,936-18.2% | $2,675-40.8% | $2,584-38.7% |
| Participant deferral / active EE | $3,737 | $3,397+10.0% | $4,276-12.6% | $4,194-10.9% |
| Admin fee / account holder | $1,147 | $6,468-82.3% | $10,216-88.8% | $7,856-85.4% |