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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 | $110,790 | $86,949+27.4% | $102,460+8.1% | $80,959+36.8% |
| Participation rate | 65.1% | 72.4%-7.3pp | 76.5%-11.4pp | 67.7%-2.6pp |
| Annual return | 16.95% | 18.89%-1.9pp | 29.47%-12.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $845 | $2,370-64.3% | $3,025-72.1% | $2,757-69.3% |
| Participant deferral / active EE | $5,284 | $4,121+28.2% | $5,056+4.5% | $4,300+22.9% |
| Admin fee / account holder | $14,753 | $8,048+83.3% | $9,460+56.0% | $6,925+113.0% |