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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 | $137,454 | $72,027+90.8% | $185,861-26.0% | $79,856+72.1% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 13.21% | 23.13%-9.9pp | 35.96%-22.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,608 | $1,965-18.2% | $4,088-60.7% | $2,471-34.9% |
| Participant deferral / active EE | $4,208 | $3,780+11.3% | $5,634-25.3% | $3,741+12.5% |
| Admin fee / account holder | $1,884 | $4,513-58.3% | $9,503-80.2% | $5,306-64.5% |