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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 | $137,103 | $94,436+45.2% | $115,599+18.6% | $82,637+65.9% |
| Participation rate | 65.5% | 70.4%-5.0pp | 74.3%-8.8pp | 68.1%-2.6pp |
| Annual return | 14.67% | 18.37%-3.7pp | 111.10%-96.4pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,922 | $2,324-17.3% | $2,955-35.0% | $2,552-24.7% |
| Participant deferral / active EE | $5,074 | $3,955+28.3% | $4,889+3.8% | $4,126+23.0% |
| Admin fee / account holder | $3,061 | $10,328-70.4% | $12,841-76.2% | $7,339-58.3% |