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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 | $125,812 | $71,230+76.6% | $93,727+34.2% | $80,959+55.4% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.7%-3.7pp |
| Annual return | 12.92% | 11.26%+1.7pp | 133.83%-120.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,540 | $1,565-1.6% | $2,421-36.4% | $2,757-44.1% |
| Participant deferral / active EE | $4,012 | $4,037-0.6% | $4,417-9.2% | $4,300-6.7% |
| Admin fee / account holder | $6,095 | $6,961-12.4% | $8,292-26.5% | $6,925-12.0% |