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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 | $129,650 | $73,787+75.7% | $98,716+31.3% | $82,448+57.3% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.3%-1.6pp | 68.1%-0.3pp |
| Annual return | 18.43% | 18.57%-0.1pp | 31.81%-13.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,847 | $1,511+22.2% | $2,279-19.0% | $2,551-27.6% |
| Participant deferral / active EE | $3,660 | $3,081+18.8% | $4,048-9.6% | $4,139-11.6% |
| Admin fee / account holder | $1,174 | $6,500-81.9% | $8,703-86.5% | $7,234-83.8% |