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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 | $127,633 | $71,230+79.2% | $93,727+36.2% | $80,959+57.7% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.7%-3.4pp |
| Annual return | 14.44% | 11.26%+3.2pp | 133.83%-119.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,014 | $1,565-35.2% | $2,421-58.1% | $2,757-63.2% |
| Participant deferral / active EE | $2,418 | $4,037-40.1% | $4,417-45.3% | $4,300-43.8% |
| Admin fee / account holder | $4,525 | $6,961-35.0% | $8,292-45.4% | $6,925-34.7% |