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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 | $134,265 | $36,948+263.4% | $73,658+82.3% | $87,485+53.5% |
| Participation rate | 69.2% | 46.8%+22.4pp | 57.0%+12.2pp | 68.9%+0.3pp |
| Annual return | 17.77% | 28.64%-10.9pp | 29.72%-11.9pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,066 | $670+208.3% | $1,032+100.1% | $2,596-20.4% |
| Participant deferral / active EE | $5,005 | $1,379+262.9% | $2,062+142.7% | $4,274+17.1% |
| Admin fee / account holder | $7,067 | $2,531+179.3% | $3,357+110.5% | $7,775-9.1% |