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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 | $134,212 | $65,027+106.4% | $90,970+47.5% | $79,852+68.1% |
| Participation rate | 68.8% | 61.6%+7.1pp | 69.0%-0.3pp | 69.6%-0.9pp |
| Annual return | 24.39% | 30.45%-6.1pp | 134.58%-110.2pp | 31.72%-7.3pp |
| Employer contribution / active EE | $1,437 | $1,247+15.2% | $2,122-32.3% | $2,471-41.8% |
| Participant deferral / active EE | $4,351 | $2,512+73.2% | $3,373+29.0% | $3,740+16.3% |
| Admin fee / account holder | $3,387 | $4,535-25.3% | $5,960-43.2% | $5,306-36.2% |