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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 | $76,834+63.0% | $108,359+15.6% | $87,485+43.2% |
| Participation rate | 56.3% | 61.7%-5.5pp | 70.1%-13.9pp | 68.9%-12.7pp |
| Annual return | 18.12% | 19.09%-1.0pp | 36.89%-18.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $3,362 | $1,556+116.0% | $2,399+40.1% | $2,596+29.5% |
| Participant deferral / active EE | $5,042 | $3,100+62.6% | $4,137+21.9% | $4,274+18.0% |
| Admin fee / account holder | $6,452 | $6,537-1.3% | $9,741-33.8% | $7,775-17.0% |