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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 | $129,297 | $58,057+122.7% | $97,032+33.3% | $86,983+48.6% |
| Participation rate | 60.6% | 60.4%+0.2pp | 71.6%-11.0pp | 69.5%-8.9pp |
| Annual return | 19.26% | 22.26%-3.0pp | 35.38%-16.1pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,008 | $1,663-39.4% | $2,629-61.6% | $2,584-61.0% |
| Participant deferral / active EE | $2,553 | $3,244-21.3% | $4,672-45.4% | $4,194-39.1% |
| Admin fee / account holder | $3,311 | $4,839-31.6% | $9,418-64.8% | $7,856-57.9% |