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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 | $97,550+22.5% | $120,344-0.7% | $87,485+36.6% |
| Participation rate | 67.7% | 72.8%-5.1pp | 76.7%-9.0pp | 68.9%-1.2pp |
| Annual return | 18.40% | 18.41%0pp | 20.30%-1.9pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,229 | $2,291-46.3% | $3,020-59.3% | $2,596-52.7% |
| Participant deferral / active EE | $3,970 | $4,230-6.1% | $5,135-22.7% | $4,274-7.1% |
| Admin fee / account holder | $6,261 | $9,543-34.4% | $12,742-50.9% | $7,775-19.5% |