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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 | $119,246 | $95,404+25.0% | $113,397+5.2% | $82,637+44.3% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 19.36% | 19.08%+0.3pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,372 | $2,307-40.5% | $2,977-53.9% | $2,552-46.2% |
| Participant deferral / active EE | $6,944 | $4,220+64.6% | $5,076+36.8% | $4,126+68.3% |
| Admin fee / account holder | $665 | $9,168-92.8% | $11,957-94.4% | $7,339-90.9% |