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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 | $124,669 | $73,787+69.0% | $98,716+26.3% | $82,448+51.2% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.3%-15.7pp | 68.1%-14.5pp |
| Annual return | 17.66% | 18.57%-0.9pp | 31.81%-14.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,356 | $1,511-10.3% | $2,279-40.5% | $2,551-46.9% |
| Participant deferral / active EE | $3,062 | $3,081-0.6% | $4,048-24.3% | $4,139-26.0% |
| Admin fee / account holder | $9,999 | $6,500+53.8% | $8,703+14.9% | $7,234+38.2% |