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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 | $124,114 | $72,492+71.2% | $87,102+42.5% | $72,983+70.1% |
| Participation rate | 62.3% | 72.8%-10.5pp | 76.9%-14.6pp | 69.5%-7.2pp |
| Annual return | 22.88% | 24.46%-1.6pp | 28.19%-5.3pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,073 | $1,894+9.5% | $2,521-17.8% | $2,440-15.0% |
| Participant deferral / active EE | $4,081 | $3,270+24.8% | $4,048+0.8% | $3,608+13.1% |
| Admin fee / account holder | $1,720 | $5,055-66.0% | $7,491-77.0% | $5,124-66.4% |