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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 | $117,240 | $81,487+43.9% | $102,412+14.5% | $80,935+44.9% |
| Participation rate | 62.0% | 66.8%-4.9pp | 74.5%-12.5pp | 67.7%-5.7pp |
| Annual return | 13.59% | 25.60%-12.0pp | 24.94%-11.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,822 | $3,103-41.3% | $3,870-52.9% | $2,757-33.9% |
| Participant deferral / active EE | $3,852 | $3,871-0.5% | $5,060-23.9% | $4,299-10.4% |
| Admin fee / account holder | $3,740 | $6,717-44.3% | $8,388-55.4% | $6,924-46.0% |