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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 | $145,097 | $81,476+78.1% | $102,383+41.7% | $80,925+79.3% |
| Participation rate | 60.5% | 66.8%-6.3pp | 74.5%-14.0pp | 67.7%-7.1pp |
| Annual return | 11.60% | 25.59%-14.0pp | 24.94%-13.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $3,666 | $3,105+18.1% | $3,870-5.3% | $2,756+33.0% |
| Participant deferral / active EE | $9,842 | $3,871+154.2% | $5,060+94.5% | $4,299+128.9% |
| Admin fee / account holder | $3,371 | $6,717-49.8% | $8,391-59.8% | $6,940-51.4% |