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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 | $132,018 | $75,541+74.8% | $152,093-13.2% | $82,637+59.8% |
| Participation rate | 63.0% | 66.5%-3.5pp | 77.8%-14.7pp | 68.1%-5.0pp |
| Annual return | 30.74% | 32.56%-1.8pp | 66.36%-35.6pp | 53.51%-22.8pp |
| Employer contribution / active EE | $2,000 | $2,622-23.7% | $4,175-52.1% | $2,552-21.6% |
| Participant deferral / active EE | $4,484 | $3,206+39.9% | $5,451-17.7% | $4,126+8.7% |
| Admin fee / account holder | $5,061 | $6,405-21.0% | $14,497-65.1% | $7,339-31.0% |