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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 | $100,194+19.0% | $122,979-3.0% | $86,983+37.1% |
| Participation rate | 60.0% | 73.0%-13.0pp | 77.2%-17.2pp | 69.5%-9.5pp |
| Annual return | 19.36% | 16.47%+2.9pp | 20.12%-0.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $1,372 | $2,326-41.0% | $3,062-55.2% | $2,584-46.9% |
| Participant deferral / active EE | $6,944 | $4,133+68.0% | $5,003+38.8% | $4,194+65.6% |
| Admin fee / account holder | $665 | $10,148-93.5% | $12,864-94.8% | $7,856-91.5% |