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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 | $78,013+59.4% | $178,449-30.3% | $80,911+53.7% |
| Participation rate | 67.3% | 65.7%+1.7pp | 77.1%-9.8pp | 67.6%-0.3pp |
| Annual return | 14.89% | 18.07%-3.2pp | 27.09%-12.2pp | 35.63%-20.7pp |
| Employer contribution / active EE | $2,150 | $2,287-6.0% | $3,951-45.6% | $2,756-22.0% |
| Participant deferral / active EE | $7,740 | $4,408+75.6% | $6,277+23.3% | $4,297+80.1% |
| Admin fee / account holder | $3,112 | $7,166-56.6% | $10,362-70.0% | $6,935-55.1% |