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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 | $125,260 | $74,535+68.1% | $100,712+24.4% | $82,637+51.6% |
| Participation rate | 56.3% | 61.2%-4.9pp | 69.3%-13.0pp | 68.1%-11.8pp |
| Annual return | 18.12% | 18.92%-0.8pp | 33.27%-15.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $3,362 | $1,503+123.7% | $2,313+45.4% | $2,552+31.7% |
| Participant deferral / active EE | $5,042 | $3,074+64.0% | $4,085+23.4% | $4,126+22.2% |
| Admin fee / account holder | $6,452 | $6,576-1.9% | $9,256-30.3% | $7,339-12.1% |