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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 | $115,044 | $81,457+41.2% | $103,378+11.3% | $80,911+42.2% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.6%-6.1pp |
| Annual return | 15.18% | 25.58%-10.4pp | 24.91%-9.7pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,569 | $3,107-49.5% | $3,870-59.5% | $2,756-43.1% |
| Participant deferral / active EE | $5,021 | $3,871+29.7% | $5,058-0.7% | $4,297+16.8% |
| Admin fee / account holder | $411 | $6,717-93.9% | $8,401-95.1% | $6,935-94.1% |