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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 | $140,221 | $81,358+72.4% | $155,556-9.9% | $80,959+73.2% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 12.11% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,053 | $3,106-33.9% | $4,675-56.1% | $2,757-25.5% |
| Participant deferral / active EE | $6,000 | $3,455+73.6% | $5,631+6.6% | $4,300+39.5% |
| Admin fee / account holder | $2,469 | $7,994-69.1% | $15,885-84.5% | $6,925-64.4% |