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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 | $119,489 | $95,453+25.2% | $112,040+6.6% | $82,448+44.9% |
| Participation rate | 67.7% | 72.8%-5.0pp | 76.5%-8.8pp | 68.1%-0.3pp |
| Annual return | 18.40% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,229 | $2,318-47.0% | $2,954-58.4% | $2,551-51.8% |
| Participant deferral / active EE | $3,970 | $4,224-6.0% | $5,098-22.1% | $4,139-4.1% |
| Admin fee / account holder | $6,261 | $9,013-30.5% | $12,098-48.2% | $7,234-13.4% |