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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 | $128,414 | $58,627+119.0% | $76,735+67.3% | $82,448+55.8% |
| Participation rate | 61.7% | 63.2%-1.5pp | 69.5%-7.8pp | 68.1%-6.4pp |
| Annual return | 14.20% | 39.10%-24.9pp | 29.77%-15.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,509 | $1,729-12.7% | $2,454-38.5% | $2,551-40.8% |
| Participant deferral / active EE | $3,751 | $3,134+19.7% | $4,088-8.3% | $4,139-9.4% |
| Admin fee / account holder | $8,400 | $5,323+57.8% | $7,189+16.8% | $7,234+16.1% |