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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 | $140,303 | $71,215+97.0% | $93,696+49.7% | $80,935+73.4% |
| Participation rate | 42.2% | 60.4%-18.2pp | 68.7%-26.5pp | 67.7%-25.4pp |
| Annual return | 14.99% | 11.27%+3.7pp | 133.74%-118.8pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,587 | $1,565+1.4% | $2,422-34.5% | $2,757-42.4% |
| Participant deferral / active EE | $4,015 | $4,037-0.5% | $4,417-9.1% | $4,299-6.6% |
| Admin fee / account holder | $4,192 | $6,958-39.8% | $8,287-49.4% | $6,924-39.5% |