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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 | $123,854 | $65,246+89.8% | $98,716+25.5% | $67,986+82.2% |
| Participation rate | 56.3% | 51.4%+4.8pp | 69.3%-13.0pp | 57.2%-1.0pp |
| Annual return | 13.18% | 20.58%-7.4pp | 31.81%-18.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $627 | $1,042-39.8% | $2,279-72.5% | $2,019-68.9% |
| Participant deferral / active EE | $5,348 | $2,594+106.2% | $4,048+32.1% | $3,358+59.3% |
| Admin fee / account holder | $7,020 | $4,561+53.9% | $8,703-19.3% | $3,203+119.2% |