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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 | $118,246 | $59,440+98.9% | $78,004+51.6% | $82,637+43.1% |
| Participation rate | 64.0% | 62.8%+1.2pp | 69.4%-5.4pp | 68.1%-4.1pp |
| Annual return | 20.63% | 40.24%-19.6pp | 31.07%-10.4pp | 53.51%-32.9pp |
| Employer contribution / active EE | $3,192 | $1,750+82.4% | $2,469+29.3% | $2,552+25.1% |
| Participant deferral / active EE | $6,319 | $3,138+101.4% | $4,092+54.4% | $4,126+53.2% |
| Admin fee / account holder | $648 | $5,504-88.2% | $7,578-91.4% | $7,339-91.2% |