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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 | $130,853 | $77,574+68.7% | $108,753+20.3% | $86,983+50.4% |
| Participation rate | 69.4% | 62.3%+7.1pp | 71.1%-1.7pp | 69.5%-0.2pp |
| Annual return | 17.85% | 18.42%-0.6pp | 37.47%-19.6pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,098 | $1,611-31.8% | $2,427-54.7% | $2,584-57.5% |
| Participant deferral / active EE | $3,402 | $3,128+8.7% | $4,115-17.3% | $4,194-18.9% |
| Admin fee / account holder | $12,235 | $6,529+87.4% | $10,320+18.6% | $7,856+55.7% |