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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 | $115,974 | $81,476+42.3% | $102,383+13.3% | $80,925+43.3% |
| Participation rate | 67.9% | 66.8%+1.1pp | 74.5%-6.6pp | 67.7%+0.3pp |
| Annual return | 12.74% | 25.59%-12.8pp | 24.94%-12.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,594 | $3,105-48.6% | $3,870-58.8% | $2,756-42.1% |
| Participant deferral / active EE | $3,302 | $3,871-14.7% | $5,060-34.7% | $4,299-23.2% |
| Admin fee / account holder | $413 | $6,717-93.9% | $8,391-95.1% | $6,940-94.1% |