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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 | $128,252 | $71,215+80.1% | $93,696+36.9% | $80,935+58.5% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.8pp | 67.7%-20.8pp |
| Annual return | 17.13% | 11.27%+5.9pp | 133.74%-116.6pp | 35.66%-18.5pp |
| Employer contribution / active EE | $1,397 | $1,565-10.8% | $2,422-42.3% | $2,757-49.3% |
| Participant deferral / active EE | $4,314 | $4,037+6.9% | $4,417-2.3% | $4,299+0.3% |
| Admin fee / account holder | $673 | $6,958-90.3% | $8,287-91.9% | $6,924-90.3% |