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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 | $134,902 | $58,523+130.5% | $99,479+35.6% | $72,976+84.9% |
| Participation rate | 68.8% | 64.6%+4.1pp | 73.8%-5.1pp | 69.5%-0.7pp |
| Annual return | 23.93% | 28.51%-4.6pp | 30.72%-6.8pp | 81.02%-57.1pp |
| Employer contribution / active EE | $1,102 | $1,512-27.1% | $2,540-56.6% | $2,440-54.8% |
| Participant deferral / active EE | $4,824 | $2,606+85.1% | $3,619+33.3% | $3,608+33.7% |
| Admin fee / account holder | $704 | $4,102-82.8% | $6,253-88.7% | $5,124-86.3% |