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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 | $71,057+48.2% | $93,654+12.5% | $80,874+30.2% |
| Participation rate | 53.3% | 60.4%-7.1pp | 68.7%-15.4pp | 67.6%-14.3pp |
| Annual return | 12.60% | 11.26%+1.3pp | 133.34%-120.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,896 | $1,564+21.2% | $2,421-21.7% | $2,756-31.2% |
| Participant deferral / active EE | $3,250 | $4,034-19.4% | $4,413-26.4% | $4,297-24.4% |
| Admin fee / account holder | $3,556 | $6,944-48.8% | $8,282-57.1% | $6,935-48.7% |