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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 | $72,607+96.2% | $90,259+57.9% | $87,485+62.9% |
| Participation rate | 40.9% | 64.8%-23.9pp | 70.7%-29.8pp | 68.9%-28.0pp |
| Annual return | 14.73% | 18.59%-3.9pp | 18.88%-4.1pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,204 | $1,919+66.9% | $2,291+39.8% | $2,596+23.4% |
| Participant deferral / active EE | $1,493 | $3,055-51.1% | $3,827-61.0% | $4,274-65.1% |
| Admin fee / account holder | $5,158 | $5,947-13.3% | $7,267-29.0% | $7,775-33.7% |