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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 | $139,127 | $86,949+60.0% | $102,460+35.8% | $80,959+71.8% |
| Participation rate | 67.6% | 72.4%-4.8pp | 76.5%-8.9pp | 67.7%-0.1pp |
| Annual return | 11.64% | 18.89%-7.3pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $3,979 | $2,370+67.9% | $3,025+31.5% | $2,757+44.3% |
| Participant deferral / active EE | $7,663 | $4,121+85.9% | $5,056+51.6% | $4,300+78.2% |
| Admin fee / account holder | $16,342 | $8,048+103.1% | $9,460+72.7% | $6,925+136.0% |