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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 | $121,908 | $81,331+49.9% | $155,534-21.6% | $80,935+50.6% |
| Participation rate | 64.0% | 66.3%-2.3pp | 78.2%-14.2pp | 67.7%-3.7pp |
| Annual return | 12.67% | 33.37%-20.7pp | 64.92%-52.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,315 | $3,105+6.8% | $4,675-29.1% | $2,757+20.3% |
| Participant deferral / active EE | $10,335 | $3,454+199.2% | $5,630+83.6% | $4,299+140.4% |
| Admin fee / account holder | $554 | $7,999-93.1% | $15,900-96.5% | $6,924-92.0% |