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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 | $86,949+33.5% | $102,460+13.3% | $80,959+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 | 29.47%-8.9pp | 35.67%-15.1pp |
| Employer contribution / active EE | $1,810 | $2,370-23.6% | $3,025-40.2% | $2,757-34.4% |
| Participant deferral / active EE | $3,343 | $4,121-18.9% | $5,056-33.9% | $4,300-22.3% |
| Admin fee / account holder | $11,751 | $8,048+46.0% | $9,460+24.2% | $6,925+69.7% |