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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 | $112,451 | $67,606+66.3% | $82,313+36.6% | $70,124+60.4% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 18.92% | 21.57%-2.6pp | 25.88%-7.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,542 | $1,755-12.1% | $2,428-36.5% | $2,342-34.2% |
| Participant deferral / active EE | $3,631 | $2,987+21.5% | $3,706-2.0% | $3,332+9.0% |
| Admin fee / account holder | $3,360 | $4,512-25.5% | $5,608-40.1% | $4,645-27.7% |