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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 | $124,031 | $73,787+68.1% | $98,716+25.6% | $82,448+50.4% |
| Participation rate | 50.8% | 61.4%-10.6pp | 69.3%-18.5pp | 68.1%-17.3pp |
| Annual return | 14.67% | 18.57%-3.9pp | 31.81%-17.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,369 | $1,511-9.4% | $2,279-39.9% | $2,551-46.3% |
| Participant deferral / active EE | $4,334 | $3,081+40.7% | $4,048+7.1% | $4,139+4.7% |
| Admin fee / account holder | $8,140 | $6,500+25.2% | $8,703-6.5% | $7,234+12.5% |