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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 | $120,024 | $52,580+128.3% | $71,671+67.5% | $70,126+71.2% |
| Participation rate | 61.1% | 60.9%+0.2pp | 68.7%-7.6pp | 69.5%-8.4pp |
| Annual return | 12.63% | 20.25%-7.6pp | 20.65%-8.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $578 | $1,616-64.2% | $2,460-76.5% | $2,343-75.3% |
| Participant deferral / active EE | $2,558 | $2,386+7.2% | $3,438-25.6% | $3,332-23.2% |
| Admin fee / account holder | $1,450 | $3,653-60.3% | $5,558-73.9% | $4,645-68.8% |