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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 | $81,276+72.5% | $155,574-9.9% | $80,925+73.3% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 12.11% | 33.36%-21.2pp | 64.87%-52.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $2,053 | $3,103-33.8% | $4,676-56.1% | $2,756-25.5% |
| Participant deferral / active EE | $6,000 | $3,453+73.8% | $5,629+6.6% | $4,299+39.6% |
| Admin fee / account holder | $2,469 | $7,993-69.1% | $15,914-84.5% | $6,940-64.4% |