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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 | $131,668 | $86,940+51.4% | $102,434+28.5% | $80,935+62.7% |
| Participation rate | 63.3% | 72.4%-9.1pp | 76.5%-13.2pp | 67.7%-4.3pp |
| Annual return | 13.81% | 18.89%-5.1pp | 29.46%-15.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,334 | $2,370-1.5% | $3,023-22.8% | $2,757-15.3% |
| Participant deferral / active EE | $6,528 | $4,121+58.4% | $5,055+29.1% | $4,299+51.8% |
| Admin fee / account holder | $16,125 | $8,047+100.4% | $9,462+70.4% | $6,924+132.9% |