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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 | $118,949 | $70,435+68.9% | $96,575+23.2% | $85,856+38.5% |
| Participation rate | 67.9% | 61.8%+6.0pp | 69.8%-2.0pp | 69.3%-1.5pp |
| Annual return | 16.65% | 18.59%-1.9pp | 37.79%-21.1pp | 318.58%-301.9pp |
| Employer contribution / active EE | $2,097 | $1,413+48.4% | $2,357-11.0% | $2,565-18.2% |
| Participant deferral / active EE | $6,391 | $2,894+120.8% | $3,849+66.0% | $3,952+61.7% |
| Admin fee / account holder | $1,112 | $4,997-77.8% | $6,182-82.0% | $6,261-82.2% |