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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 | $71,230+74.1% | $93,727+32.3% | $80,959+53.1% |
| Participation rate | 69.2% | 60.4%+8.8pp | 68.7%+0.5pp | 67.7%+1.6pp |
| Annual return | 11.00% | 11.26%-0.3pp | 133.83%-122.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,632 | $1,565+4.3% | $2,421-32.6% | $2,757-40.8% |
| Participant deferral / active EE | $3,265 | $4,037-19.1% | $4,417-26.1% | $4,300-24.1% |
| Admin fee / account holder | $620 | $6,961-91.1% | $8,292-92.5% | $6,925-91.1% |