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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 | $129,392 | $58,493+121.2% | $84,023+54.0% | $72,976+77.3% |
| Participation rate | 65.4% | 61.2%+4.2pp | 69.0%-3.6pp | 69.5%-4.1pp |
| Annual return | 35.94% | 28.93%+7.0pp | 71.32%-35.4pp | 81.02%-45.1pp |
| Employer contribution / active EE | $1,117 | $1,163-4.0% | $1,984-43.7% | $2,440-54.2% |
| Participant deferral / active EE | $4,413 | $2,394+84.3% | $3,239+36.2% | $3,608+22.3% |
| Admin fee / account holder | $9,183 | $4,569+101.0% | $6,102+50.5% | $5,124+79.2% |