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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 | $118,674 | $78,015+52.1% | $178,505-33.5% | $80,959+46.6% |
| Participation rate | 64.9% | 65.7%-0.8pp | 77.1%-12.3pp | 67.7%-2.8pp |
| Annual return | 14.24% | 18.10%-3.9pp | 27.16%-12.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,620 | $2,281+58.7% | $3,955-8.5% | $2,757+31.3% |
| Participant deferral / active EE | $7,612 | $4,406+72.8% | $6,280+21.2% | $4,300+77.0% |
| Admin fee / account holder | $7,223 | $7,160+0.9% | $10,428-30.7% | $6,925+4.3% |