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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 | $134,338 | $100,194+34.1% | $122,979+9.2% | $86,983+54.4% |
| Participation rate | 59.5% | 73.0%-13.5pp | 77.2%-17.7pp | 69.5%-10.1pp |
| Annual return | 15.37% | 16.47%-1.1pp | 20.12%-4.7pp | 25.83%-10.5pp |
| Employer contribution / active EE | $4,872 | $2,326+109.5% | $3,062+59.1% | $2,584+88.5% |
| Participant deferral / active EE | $6,145 | $4,133+48.7% | $5,003+22.8% | $4,194+46.5% |
| Admin fee / account holder | $1,652 | $10,148-83.7% | $12,864-87.2% | $7,856-79.0% |