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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 | $73,787+75.9% | $98,716+31.5% | $82,448+57.4% |
| Participation rate | 64.0% | 61.4%+2.6pp | 69.3%-5.3pp | 68.1%-4.1pp |
| Annual return | 14.51% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,695 | $1,511+12.2% | $2,279-25.6% | $2,551-33.5% |
| Participant deferral / active EE | $5,452 | $3,081+76.9% | $4,048+34.7% | $4,139+31.7% |
| Admin fee / account holder | $3,850 | $6,500-40.8% | $8,703-55.8% | $7,234-46.8% |