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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 | $86,919+27.5% | $102,457+8.1% | $80,911+36.9% |
| Participation rate | 65.1% | 72.4%-7.3pp | 76.5%-11.4pp | 67.6%-2.5pp |
| Annual return | 16.95% | 18.90%-2.0pp | 29.41%-12.5pp | 35.63%-18.7pp |
| Employer contribution / active EE | $845 | $2,368-64.3% | $3,022-72.0% | $2,756-69.3% |
| Participant deferral / active EE | $5,284 | $4,119+28.3% | $5,054+4.5% | $4,297+23.0% |
| Admin fee / account holder | $14,753 | $8,049+83.3% | $9,451+56.1% | $6,935+112.7% |