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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 | $118,038 | $69,273+70.4% | $90,796+30.0% | $82,637+42.8% |
| Participation rate | 59.2% | 64.0%-4.8pp | 69.5%-10.3pp | 68.1%-8.9pp |
| Annual return | 16.91% | 18.37%-1.5pp | 19.29%-2.4pp | 53.51%-36.6pp |
| Employer contribution / active EE | $3,132 | $1,865+67.9% | $2,294+36.5% | $2,552+22.7% |
| Participant deferral / active EE | $6,953 | $3,047+128.2% | $3,822+81.9% | $4,126+68.5% |
| Admin fee / account holder | $6,310 | $5,511+14.5% | $7,024-10.2% | $7,339-14.0% |