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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 | $137,566 | $101,795+35.1% | $165,100-16.7% | $80,959+69.9% |
| Participation rate | 60.5% | 71.8%-11.4pp | 78.6%-18.2pp | 67.7%-7.2pp |
| Annual return | 18.28% | 16.73%+1.6pp | 70.21%-51.9pp | 35.67%-17.4pp |
| Employer contribution / active EE | $3,071 | $2,954+4.0% | $4,348-29.4% | $2,757+11.4% |
| Participant deferral / active EE | $6,495 | $4,476+45.1% | $6,035+7.6% | $4,300+51.0% |
| Admin fee / account holder | $1,530 | $8,221-81.4% | $12,696-88.0% | $6,925-77.9% |