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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 | $105,329 | $71,230+47.9% | $93,727+12.4% | $80,959+30.1% |
| Participation rate | 53.3% | 60.4%-7.1pp | 68.7%-15.4pp | 67.7%-14.3pp |
| Annual return | 12.60% | 11.26%+1.3pp | 133.83%-121.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,896 | $1,565+21.1% | $2,421-21.7% | $2,757-31.2% |
| Participant deferral / active EE | $3,250 | $4,037-19.5% | $4,417-26.4% | $4,300-24.4% |
| Admin fee / account holder | $3,556 | $6,961-48.9% | $8,292-57.1% | $6,925-48.7% |