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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 | $110,351 | $72,027+53.2% | $185,861-40.6% | $79,856+38.2% |
| Participation rate | 62.8% | 65.8%-3.0pp | 78.0%-15.3pp | 69.6%-6.9pp |
| Annual return | 16.58% | 23.13%-6.5pp | 35.96%-19.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,422 | $1,965-27.6% | $4,088-65.2% | $2,471-42.5% |
| Participant deferral / active EE | $3,457 | $3,780-8.5% | $5,634-38.6% | $3,741-7.6% |
| Admin fee / account holder | $1,474 | $4,513-67.3% | $9,503-84.5% | $5,306-72.2% |