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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 | $120,758 | $81,504+48.2% | $102,437+17.9% | $80,959+49.2% |
| Participation rate | 69.2% | 66.9%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 13.72% | 25.60%-11.9pp | 24.95%-11.2pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,032 | $3,104-34.5% | $3,871-47.5% | $2,757-26.3% |
| Participant deferral / active EE | $5,476 | $3,871+41.5% | $5,060+8.2% | $4,300+27.3% |
| Admin fee / account holder | $14,864 | $6,719+121.2% | $8,388+77.2% | $6,925+114.6% |