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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 | $85,002 | $48,364+75.8% | $71,796+18.4% | $62,881+35.2% |
| Participation rate | 68.6% | 60.6%+7.9pp | 69.1%-0.5pp | 69.3%-0.7pp |
| Annual return | 12.15% | 13.16%-1.0pp | 78.04%-65.9pp | 20.14%-8.0pp |
| Employer contribution / active EE | $1,206 | $1,042+15.7% | $1,924-37.3% | $2,281-47.1% |
| Participant deferral / active EE | $2,812 | $2,091+34.4% | $2,794+0.6% | $3,203-12.2% |
| Admin fee / account holder | $1,056 | $3,771-72.0% | $4,815-78.1% | $4,296-75.4% |