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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 | $128,633 | $76,551+68.0% | $123,894+3.8% | $62,881+104.6% |
| Participation rate | 68.1% | 73.0%-4.9pp | 81.4%-13.3pp | 69.3%-1.2pp |
| Annual return | 13.40% | 18.68%-5.3pp | 47.52%-34.1pp | 20.14%-6.7pp |
| Employer contribution / active EE | $1,897 | $2,882-34.2% | $4,617-58.9% | $2,281-16.8% |
| Participant deferral / active EE | $5,394 | $4,840+11.5% | $5,984-9.9% | $3,203+68.4% |
| Admin fee / account holder | $3,158 | $4,826-34.6% | $8,357-62.2% | $4,296-26.5% |