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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 | $118,528 | $71,197+66.5% | $93,669+26.5% | $80,925+46.5% |
| Participation rate | 68.6% | 60.4%+8.2pp | 68.7%-0.2pp | 67.7%+0.9pp |
| Annual return | 12.43% | 11.27%+1.2pp | 133.59%-121.2pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,636 | $1,565+4.5% | $2,424-32.5% | $2,756-40.7% |
| Participant deferral / active EE | $2,863 | $4,036-29.1% | $4,416-35.2% | $4,299-33.4% |
| Admin fee / account holder | $3,955 | $6,959-43.2% | $8,291-52.3% | $6,940-43.0% |