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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 | $112,761 | $72,273+56.0% | $101,275+11.3% | $79,856+41.2% |
| Participation rate | 69.0% | 68.5%+0.5pp | 75.8%-6.8pp | 69.6%-0.7pp |
| Annual return | 12.28% | 22.30%-10.0pp | 46.48%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,578 | $2,691-41.4% | $3,660-56.9% | $2,471-36.1% |
| Participant deferral / active EE | $2,043 | $3,282-37.7% | $4,371-53.2% | $3,741-45.4% |
| Admin fee / account holder | $6,797 | $4,401+54.4% | $5,948+14.3% | $5,306+28.1% |