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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 | $112,794 | $78,197+44.2% | $98,090+15.0% | $82,637+36.5% |
| Participation rate | 62.9% | 77.5%-14.6pp | 81.5%-18.7pp | 68.1%-5.2pp |
| Annual return | 16.90% | 40.25%-23.3pp | 37.05%-20.1pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,863 | $2,605-28.5% | $3,606-48.3% | $2,552-27.0% |
| Participant deferral / active EE | $3,591 | $6,636-45.9% | $7,845-54.2% | $4,126-13.0% |
| Admin fee / account holder | $677 | $14,832-95.4% | $11,815-94.3% | $7,339-90.8% |