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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 | $124,233 | $77,574+60.1% | $108,753+14.2% | $86,983+42.8% |
| Participation rate | 61.3% | 62.3%-1.0pp | 71.1%-9.8pp | 69.5%-8.3pp |
| Annual return | 17.50% | 18.42%-0.9pp | 37.47%-20.0pp | 25.83%-8.3pp |
| Employer contribution / active EE | $1,705 | $1,611+5.8% | $2,427-29.8% | $2,584-34.0% |
| Participant deferral / active EE | $4,593 | $3,128+46.8% | $4,115+11.6% | $4,194+9.5% |
| Admin fee / account holder | $2,818 | $6,529-56.8% | $10,320-72.7% | $7,856-64.1% |