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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 | $116,073 | $86,938+33.5% | $102,423+13.3% | $80,925+43.4% |
| Participation rate | 66.1% | 72.4%-6.3pp | 76.5%-10.4pp | 67.7%-1.6pp |
| Annual return | 20.56% | 18.89%+1.7pp | 29.42%-8.9pp | 35.65%-15.1pp |
| Employer contribution / active EE | $1,810 | $2,369-23.6% | $3,023-40.1% | $2,756-34.3% |
| Participant deferral / active EE | $3,343 | $4,120-18.9% | $5,054-33.9% | $4,299-22.2% |
| Admin fee / account holder | $11,751 | $8,053+45.9% | $9,455+24.3% | $6,940+69.3% |