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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 | $124,319 | $81,487+52.6% | $102,412+21.4% | $80,935+53.6% |
| Participation rate | 61.2% | 66.8%-5.6pp | 74.5%-13.3pp | 67.7%-6.4pp |
| Annual return | 16.38% | 25.60%-9.2pp | 24.94%-8.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $3,066 | $3,103-1.2% | $3,870-20.8% | $2,757+11.2% |
| Participant deferral / active EE | $6,239 | $3,871+61.2% | $5,060+23.3% | $4,299+45.1% |
| Admin fee / account holder | $1,791 | $6,717-73.3% | $8,388-78.7% | $6,924-74.1% |