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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 | $120,741 | $81,504+48.1% | $102,437+17.9% | $80,959+49.1% |
| Participation rate | 53.3% | 66.9%-13.5pp | 74.5%-21.2pp | 67.7%-14.3pp |
| Annual return | 13.03% | 25.60%-12.6pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,408 | $3,104-22.4% | $3,871-37.8% | $2,757-12.7% |
| Participant deferral / active EE | $3,915 | $3,871+1.1% | $5,060-22.6% | $4,300-9.0% |
| Admin fee / account holder | $801 | $6,719-88.1% | $8,388-90.4% | $6,925-88.4% |