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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 | $142,380 | $76,407+86.3% | $150,298-5.3% | $82,448+72.7% |
| Participation rate | 58.6% | 66.4%-7.8pp | 77.8%-19.1pp | 68.1%-9.4pp |
| Annual return | 19.64% | 39.99%-20.4pp | 62.79%-43.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,456 | $2,614+32.2% | $4,154-16.8% | $2,551+35.5% |
| Participant deferral / active EE | $6,634 | $3,214+106.4% | $5,453+21.7% | $4,139+60.3% |
| Admin fee / account holder | $7,394 | $6,352+16.4% | $14,116-47.6% | $7,234+2.2% |