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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 | $142,475 | $67,894+109.9% | $89,340+59.5% | $82,448+72.8% |
| Participation rate | 40.9% | 64.0%-23.1pp | 69.6%-28.7pp | 68.1%-27.2pp |
| Annual return | 14.73% | 19.21%-4.5pp | 20.57%-5.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,204 | $1,828+75.3% | $2,231+43.6% | $2,551+25.6% |
| Participant deferral / active EE | $1,493 | $3,072-51.4% | $3,823-60.9% | $4,139-63.9% |
| Admin fee / account holder | $5,158 | $5,723-9.9% | $6,704-23.1% | $7,234-28.7% |