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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 | $114,689 | $76,834+49.3% | $108,359+5.8% | $87,485+31.1% |
| Participation rate | 61.5% | 61.7%-0.2pp | 70.1%-8.6pp | 68.9%-7.4pp |
| Annual return | 18.54% | 19.09%-0.5pp | 36.89%-18.3pp | 26.06%-7.5pp |
| Employer contribution / active EE | $4,314 | $1,556+177.2% | $2,399+79.8% | $2,596+66.2% |
| Participant deferral / active EE | $6,579 | $3,100+112.2% | $4,137+59.0% | $4,274+53.9% |
| Admin fee / account holder | $2,912 | $6,537-55.5% | $9,741-70.1% | $7,775-62.5% |