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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 | $117,398 | $36,948+217.7% | $73,658+59.4% | $87,485+34.2% |
| Participation rate | 69.2% | 46.8%+22.4pp | 57.0%+12.2pp | 68.9%+0.3pp |
| Annual return | 14.22% | 28.64%-14.4pp | 29.72%-15.5pp | 26.06%-11.8pp |
| Employer contribution / active EE | $691 | $670+3.2% | $1,032-33.1% | $2,596-73.4% |
| Participant deferral / active EE | $4,590 | $1,379+232.8% | $2,062+122.6% | $4,274+7.4% |
| Admin fee / account holder | $805 | $2,531-68.2% | $3,357-76.0% | $7,775-89.6% |