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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 | $75,541+88.5% | $152,093-6.4% | $82,637+72.3% |
| Participation rate | 58.6% | 66.5%-7.9pp | 77.8%-19.1pp | 68.1%-9.4pp |
| Annual return | 19.64% | 32.56%-12.9pp | 66.36%-46.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $3,456 | $2,622+31.8% | $4,175-17.2% | $2,552+35.4% |
| Participant deferral / active EE | $6,634 | $3,206+106.9% | $5,451+21.7% | $4,126+60.8% |
| Admin fee / account holder | $7,394 | $6,405+15.5% | $14,497-49.0% | $7,339+0.8% |