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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 | $129,042 | $72,114+78.9% | $108,745+18.7% | $62,881+105.2% |
| Participation rate | 64.3% | 74.6%-10.3pp | 77.7%-13.4pp | 69.3%-5.0pp |
| Annual return | 7.90% | 13.41%-5.5pp | 46.22%-38.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $605 | $2,694-77.5% | $3,323-81.8% | $2,281-73.5% |
| Participant deferral / active EE | $8,069 | $4,044+99.5% | $5,121+57.6% | $3,203+151.9% |
| Admin fee / account holder | $715 | $4,608-84.5% | $6,144-88.4% | $4,296-83.4% |