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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 | $125,325 | $76,834+63.1% | $108,359+15.7% | $87,485+43.3% |
| Participation rate | 61.4% | 61.7%-0.4pp | 70.1%-8.8pp | 68.9%-7.6pp |
| Annual return | 17.66% | 19.09%-1.4pp | 36.89%-19.2pp | 26.06%-8.4pp |
| Employer contribution / active EE | $3,351 | $1,556+115.3% | $2,399+39.7% | $2,596+29.1% |
| Participant deferral / active EE | $6,838 | $3,100+120.6% | $4,137+65.3% | $4,274+60.0% |
| Admin fee / account holder | $3,359 | $6,537-48.6% | $9,741-65.5% | $7,775-56.8% |