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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 | $110,061 | $86,949+26.6% | $102,460+7.4% | $80,959+35.9% |
| Participation rate | 63.3% | 72.4%-9.1pp | 76.5%-13.2pp | 67.7%-4.3pp |
| Annual return | 12.65% | 18.89%-6.2pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,171 | $2,370+33.8% | $3,025+4.8% | $2,757+15.0% |
| Participant deferral / active EE | $4,986 | $4,121+21.0% | $5,056-1.4% | $4,300+15.9% |
| Admin fee / account holder | $3,427 | $8,048-57.4% | $9,460-63.8% | $6,925-50.5% |