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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 | $118,616 | $69,273+71.2% | $90,796+30.6% | $82,637+43.5% |
| Participation rate | 66.0% | 64.0%+2.0pp | 69.5%-3.5pp | 68.1%-2.1pp |
| Annual return | 33.83% | 18.37%+15.5pp | 19.29%+14.5pp | 53.51%-19.7pp |
| Employer contribution / active EE | $1,313 | $1,865-29.6% | $2,294-42.8% | $2,552-48.6% |
| Participant deferral / active EE | $2,989 | $3,047-1.9% | $3,822-21.8% | $4,126-27.6% |
| Admin fee / account holder | $2,943 | $5,511-46.6% | $7,024-58.1% | $7,339-59.9% |