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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 | $128,159 | $81,476+57.3% | $102,383+25.2% | $80,925+58.4% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.7%-3.0pp |
| Annual return | 13.17% | 25.59%-12.4pp | 24.94%-11.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $3,331 | $3,105+7.3% | $3,870-13.9% | $2,756+20.9% |
| Participant deferral / active EE | $7,125 | $3,871+84.1% | $5,060+40.8% | $4,299+65.8% |
| Admin fee / account holder | $18,007 | $6,717+168.1% | $8,391+114.6% | $6,940+159.5% |