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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 | $95,003 | $65,395+45.3% | $182,531-48.0% | $72,983+30.2% |
| Participation rate | 65.5% | 65.4%+0.1pp | 78.0%-12.5pp | 69.5%-4.0pp |
| Annual return | 22.04% | 27.68%-5.6pp | 148.57%-126.5pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,360 | $1,911-28.8% | $4,075-66.6% | $2,440-44.3% |
| Participant deferral / active EE | $3,918 | $3,563+10.0% | $5,525-29.1% | $3,608+8.6% |
| Admin fee / account holder | $7,512 | $4,245+77.0% | $8,593-12.6% | $5,124+46.6% |