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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 | $120,917 | $71,215+69.8% | $93,696+29.1% | $80,935+49.4% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.7%-1.0pp |
| Annual return | 13.53% | 11.27%+2.3pp | 133.74%-120.2pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,615 | $1,565+3.2% | $2,422-33.3% | $2,757-41.4% |
| Participant deferral / active EE | $6,371 | $4,037+57.8% | $4,417+44.2% | $4,299+48.2% |
| Admin fee / account holder | $5,828 | $6,958-16.2% | $8,287-29.7% | $6,924-15.8% |