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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 | $122,861 | $54,541+125.3% | $78,778+56.0% | $70,126+75.2% |
| Participation rate | 64.0% | 60.8%+3.2pp | 69.2%-5.2pp | 69.5%-5.5pp |
| Annual return | 13.21% | 21.07%-7.9pp | 35.62%-22.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,334 | $1,089+22.6% | $1,986-32.8% | $2,343-43.0% |
| Participant deferral / active EE | $1,710 | $2,210-22.6% | $2,958-42.2% | $3,332-48.7% |
| Admin fee / account holder | $3,143 | $3,709-15.2% | $5,134-38.8% | $4,645-32.3% |