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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 | $125,724 | $76,407+64.5% | $150,298-16.4% | $82,448+52.5% |
| Participation rate | 68.3% | 66.4%+1.9pp | 77.8%-9.5pp | 68.1%+0.2pp |
| Annual return | 13.82% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,047 | $2,614-21.7% | $4,154-50.7% | $2,551-19.8% |
| Participant deferral / active EE | $5,004 | $3,214+55.7% | $5,453-8.2% | $4,139+20.9% |
| Admin fee / account holder | $7,994 | $6,352+25.9% | $14,116-43.4% | $7,234+10.5% |