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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 | $120,440 | $58,523+105.8% | $99,475+21.1% | $72,975+65.0% |
| Participation rate | 54.8% | 64.6%-9.9pp | 73.8%-19.1pp | 69.5%-14.7pp |
| Annual return | 19.77% | 28.51%-8.7pp | 30.72%-11.0pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,355 | $1,512-10.4% | $2,540-46.6% | $2,440-44.5% |
| Participant deferral / active EE | $3,898 | $2,606+49.6% | $3,619+7.7% | $3,608+8.0% |
| Admin fee / account holder | $1,945 | $4,102-52.6% | $6,252-68.9% | $5,124-62.0% |