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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 | $105,835 | $79,894+32.5% | $135,792-22.1% | $82,637+28.1% |
| Participation rate | 59.4% | 63.0%-3.6pp | 72.6%-13.2pp | 68.1%-8.6pp |
| Annual return | 17.74% | 17.20%+0.5pp | 25.96%-8.2pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,852 | $2,165-14.5% | $3,496-47.0% | $2,552-27.4% |
| Participant deferral / active EE | $3,484 | $3,194+9.1% | $4,759-26.8% | $4,126-15.6% |
| Admin fee / account holder | $1,177 | $6,434-81.7% | $12,266-90.4% | $7,339-84.0% |