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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 | $128,406 | $56,054+129.1% | $171,082-24.9% | $62,881+104.2% |
| Participation rate | 65.6% | 62.9%+2.8pp | 76.7%-11.1pp | 69.3%-3.7pp |
| Annual return | 6.87% | 22.52%-15.6pp | 32.56%-25.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,505 | $1,731+44.7% | $4,002-37.4% | $2,281+9.8% |
| Participant deferral / active EE | $5,865 | $3,158+85.7% | $4,797+22.2% | $3,203+83.1% |
| Admin fee / account holder | $1,194 | $3,647-67.3% | $8,520-86.0% | $4,296-72.2% |