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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 | $71,197+76.7% | $93,669+34.3% | $80,925+55.5% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.7%-3.7pp |
| Annual return | 12.92% | 11.27%+1.7pp | 133.59%-120.7pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,540 | $1,565-1.6% | $2,424-36.5% | $2,756-44.1% |
| Participant deferral / active EE | $4,012 | $4,036-0.6% | $4,416-9.1% | $4,299-6.7% |
| Admin fee / account holder | $6,095 | $6,959-12.4% | $8,291-26.5% | $6,940-12.2% |