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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 | $122,610 | $54,541+124.8% | $78,778+55.6% | $70,124+74.8% |
| Participation rate | 57.1% | 60.8%-3.7pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 18.32% | 21.07%-2.8pp | 35.62%-17.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,997 | $1,089+83.5% | $1,986+0.6% | $2,342-14.7% |
| Participant deferral / active EE | $4,812 | $2,210+117.7% | $2,958+62.7% | $3,332+44.4% |
| Admin fee / account holder | $2,729 | $3,709-26.4% | $5,134-46.9% | $4,645-41.3% |