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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 | $154,733 | $74,535+107.6% | $100,712+53.6% | $82,637+87.2% |
| Participation rate | 62.5% | 61.2%+1.3pp | 69.3%-6.8pp | 68.1%-5.6pp |
| Annual return | 29.52% | 18.92%+10.6pp | 33.27%-3.8pp | 53.51%-24.0pp |
| Employer contribution / active EE | $1,392 | $1,503-7.4% | $2,313-39.8% | $2,552-45.5% |
| Participant deferral / active EE | $4,512 | $3,074+46.8% | $4,085+10.5% | $4,126+9.4% |
| Admin fee / account holder | $2,234 | $6,576-66.0% | $9,256-75.9% | $7,339-69.6% |