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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 | $124,848 | $53,777+132.2% | $134,155-6.9% | $79,858+56.3% |
| Participation rate | 57.1% | 58.8%-1.6pp | 72.2%-15.0pp | 69.6%-12.5pp |
| Annual return | 18.11% | 19.01%-0.9pp | 36.34%-18.2pp | 31.72%-13.6pp |
| Employer contribution / active EE | $737 | $1,321-44.2% | $3,705-80.1% | $2,471-70.2% |
| Participant deferral / active EE | $2,947 | $2,420+21.8% | $3,500-15.8% | $3,740-21.2% |
| Admin fee / account holder | $3,992 | $3,984+0.2% | $6,685-40.3% | $5,306-24.8% |