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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 | $130,311 | $60,349+115.9% | $74,184+75.7% | $62,881+107.2% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 7.87% | 21.38%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,508 | $1,680-10.3% | $2,370-36.4% | $2,281-33.9% |
| Participant deferral / active EE | $3,751 | $2,856+31.3% | $3,550+5.7% | $3,203+17.1% |
| Admin fee / account holder | $5,376 | $4,261+26.2% | $5,586-3.8% | $4,296+25.1% |