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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 | $124,322 | $77,962+59.5% | $178,540-30.4% | $80,935+53.6% |
| Participation rate | 67.3% | 65.7%+1.7pp | 77.1%-9.8pp | 67.7%-0.3pp |
| Annual return | 14.89% | 18.10%-3.2pp | 27.15%-12.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,150 | $2,280-5.7% | $3,953-45.6% | $2,757-22.0% |
| Participant deferral / active EE | $7,740 | $4,404+75.7% | $6,281+23.2% | $4,299+80.0% |
| Admin fee / account holder | $3,112 | $7,156-56.5% | $10,424-70.1% | $6,924-55.1% |