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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 | $123,168 | $54,541+125.8% | $78,778+56.3% | $70,126+75.6% |
| Participation rate | 46.2% | 60.8%-14.6pp | 69.2%-23.0pp | 69.5%-23.4pp |
| Annual return | 14.31% | 21.07%-6.8pp | 35.62%-21.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $971 | $1,089-10.8% | $1,986-51.1% | $2,343-58.5% |
| Participant deferral / active EE | $3,114 | $2,210+40.9% | $2,958+5.3% | $3,332-6.5% |
| Admin fee / account holder | $3,155 | $3,709-14.9% | $5,134-38.5% | $4,645-32.1% |