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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 | $133,646 | $57,119+134.0% | $85,187+56.9% | $80,935+65.1% |
| Participation rate | 55.6% | 56.4%-0.9pp | 67.5%-12.0pp | 67.7%-12.1pp |
| Annual return | 15.96% | 21.70%-5.7pp | 66.67%-50.7pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,894 | $1,802+5.1% | $2,732-30.7% | $2,757-31.3% |
| Participant deferral / active EE | $4,110 | $3,115+31.9% | $4,525-9.2% | $4,299-4.4% |
| Admin fee / account holder | $9,793 | $4,990+96.2% | $6,162+58.9% | $6,924+41.4% |