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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 | $126,523 | $95,904+31.9% | $173,730-27.2% | $64,340+96.6% |
| Participation rate | 43.3% | 60.6%-17.3pp | 79.6%-36.3pp | 55.2%-12.0pp |
| Annual return | 20.62% | 17.47%+3.2pp | 19.96%+0.7pp | 24.14%-3.5pp |
| Employer contribution / active EE | $2,431 | $2,323+4.7% | $4,577-46.9% | $1,862+30.6% |
| Participant deferral / active EE | $4,983 | $3,488+42.9% | $6,326-21.2% | $2,980+67.2% |
| Admin fee / account holder | $6,703 | $5,089+31.7% | $17,523-61.7% | $3,703+81.0% |