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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 | $123,977 | $71,057+74.5% | $93,654+32.4% | $80,874+53.3% |
| Participation rate | 69.2% | 60.4%+8.8pp | 68.7%+0.5pp | 67.6%+1.6pp |
| Annual return | 11.00% | 11.26%-0.3pp | 133.34%-122.3pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,632 | $1,564+4.4% | $2,421-32.6% | $2,756-40.8% |
| Participant deferral / active EE | $3,265 | $4,034-19.1% | $4,413-26.0% | $4,297-24.0% |
| Admin fee / account holder | $620 | $6,944-91.1% | $8,282-92.5% | $6,935-91.1% |