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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 | $119,725 | $80,983+47.8% | $96,544+24.0% | $75,177+59.3% |
| Participation rate | 57.1% | 71.8%-14.6pp | 76.0%-18.8pp | 67.2%-10.1pp |
| Annual return | 20.55% | 27.05%-6.5pp | 25.88%-5.3pp | 160.75%-140.2pp |
| Employer contribution / active EE | $1,865 | $2,282-18.3% | $2,966-37.1% | $2,671-30.2% |
| Participant deferral / active EE | $6,127 | $3,929+56.0% | $4,851+26.3% | $4,126+48.5% |
| Admin fee / account holder | $647 | $6,717-90.4% | $8,254-92.2% | $5,651-88.5% |