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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 | $124,208 | $78,670+57.9% | $109,173+13.8% | $85,847+44.7% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 11.30% | 25.09%-13.8pp | 25.75%-14.5pp | 318.61%-307.3pp |
| Employer contribution / active EE | $1,647 | $2,734-39.8% | $3,723-55.8% | $2,565-35.8% |
| Participant deferral / active EE | $4,231 | $3,467+22.0% | $4,654-9.1% | $3,952+7.1% |
| Admin fee / account holder | $9,150 | $5,469+67.3% | $6,755+35.5% | $6,261+46.1% |