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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 | $138,376 | $67,602+104.7% | $82,312+68.1% | $70,126+97.3% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 18.55% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $946 | $1,755-46.1% | $2,428-61.0% | $2,343-59.6% |
| Participant deferral / active EE | $3,246 | $2,987+8.6% | $3,706-12.4% | $3,332-2.6% |
| Admin fee / account holder | $4,724 | $4,512+4.7% | $5,608-15.8% | $4,645+1.7% |