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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 | $120,661 | $58,627+105.8% | $76,735+57.2% | $82,448+46.3% |
| Participation rate | 64.0% | 63.2%+0.8pp | 69.5%-5.5pp | 68.1%-4.1pp |
| Annual return | 16.90% | 39.10%-22.2pp | 29.77%-12.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,079 | $1,729-37.6% | $2,454-56.0% | $2,551-57.7% |
| Participant deferral / active EE | $3,916 | $3,134+25.0% | $4,088-4.2% | $4,139-5.4% |
| Admin fee / account holder | $7,627 | $5,323+43.3% | $7,189+6.1% | $7,234+5.4% |