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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 | $123,817 | $78,672+57.4% | $109,163+13.4% | $85,856+44.2% |
| Participation rate | 68.6% | 68.3%+0.3pp | 75.9%-7.3pp | 69.3%-0.7pp |
| Annual return | 12.72% | 25.09%-12.4pp | 25.75%-13.0pp | 318.58%-305.9pp |
| Employer contribution / active EE | $3,216 | $2,734+17.6% | $3,723-13.6% | $2,565+25.4% |
| Participant deferral / active EE | $6,067 | $3,467+75.0% | $4,654+30.4% | $3,952+53.5% |
| Admin fee / account holder | $2,594 | $5,470-52.6% | $6,754-61.6% | $6,261-58.6% |