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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 | $128,983 | $57,590+124.0% | $86,233+49.6% | $82,448+56.4% |
| Participation rate | 48.0% | 57.9%-9.9pp | 69.0%-21.0pp | 68.1%-20.1pp |
| Annual return | 19.38% | 22.41%-3.0pp | 61.39%-42.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,799 | $1,655+8.7% | $2,504-28.2% | $2,551-29.5% |
| Participant deferral / active EE | $5,043 | $3,080+63.7% | $4,559+10.6% | $4,139+21.8% |
| Admin fee / account holder | $5,528 | $4,730+16.9% | $8,342-33.7% | $7,234-23.6% |