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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 | $129,811 | $74,535+74.2% | $100,712+28.9% | $82,637+57.1% |
| Participation rate | 64.0% | 61.2%+2.8pp | 69.3%-5.3pp | 68.1%-4.1pp |
| Annual return | 14.51% | 18.92%-4.4pp | 33.27%-18.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,695 | $1,503+12.8% | $2,313-26.7% | $2,552-33.6% |
| Participant deferral / active EE | $5,452 | $3,074+77.4% | $4,085+33.5% | $4,126+32.1% |
| Admin fee / account holder | $3,850 | $6,576-41.5% | $9,256-58.4% | $7,339-47.5% |