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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 | $102,964 | $71,208+44.6% | $93,681+9.9% | $80,911+27.3% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.5pp | 67.6%-8.4pp |
| Annual return | 12.53% | 11.27%+1.3pp | 133.47%-120.9pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,210 | $1,564-22.6% | $2,422-50.0% | $2,756-56.1% |
| Participant deferral / active EE | $3,271 | $4,035-18.9% | $4,415-25.9% | $4,297-23.9% |
| Admin fee / account holder | $6,753 | $6,951-2.8% | $8,290-18.5% | $6,935-2.6% |