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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 | $125,997 | $81,457+54.7% | $103,378+21.9% | $80,911+55.7% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 17.09% | 25.58%-8.5pp | 24.91%-7.8pp | 35.63%-18.5pp |
| Employer contribution / active EE | $1,539 | $3,107-50.5% | $3,870-60.2% | $2,756-44.2% |
| Participant deferral / active EE | $3,184 | $3,871-17.7% | $5,058-37.0% | $4,297-25.9% |
| Admin fee / account holder | $2,403 | $6,717-64.2% | $8,401-71.4% | $6,935-65.3% |