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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 | $112,422 | $65,364+72.0% | $92,909+21.0% | $72,975+54.1% |
| Participation rate | 58.6% | 68.3%-9.7pp | 76.0%-17.4pp | 69.5%-10.9pp |
| Annual return | 21.76% | 42.11%-20.3pp | 109.44%-87.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,838 | $2,594-29.1% | $3,653-49.7% | $2,440-24.7% |
| Participant deferral / active EE | $3,076 | $3,128-1.7% | $4,238-27.4% | $3,608-14.7% |
| Admin fee / account holder | $2,461 | $4,251-42.1% | $5,795-57.5% | $5,124-52.0% |