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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 | $123,004 | $72,492+69.7% | $87,104+41.2% | $72,975+68.6% |
| Participation rate | 68.2% | 72.8%-4.6pp | 76.9%-8.7pp | 69.5%-1.3pp |
| Annual return | 21.33% | 24.46%-3.1pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,599 | $1,894-15.6% | $2,521-36.6% | $2,440-34.5% |
| Participant deferral / active EE | $5,529 | $3,270+69.1% | $4,048+36.6% | $3,608+53.2% |
| Admin fee / account holder | $6,578 | $5,055+30.1% | $7,491-12.2% | $5,124+28.4% |