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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 | $101,752+35.2% | $164,928-16.6% | $80,911+70.0% |
| Participation rate | 60.5% | 71.8%-11.4pp | 78.6%-18.2pp | 67.6%-7.2pp |
| Annual return | 18.28% | 16.73%+1.6pp | 70.08%-51.8pp | 35.63%-17.3pp |
| Employer contribution / active EE | $3,071 | $2,953+4.0% | $4,343-29.3% | $2,756+11.4% |
| Participant deferral / active EE | $6,495 | $4,477+45.1% | $6,034+7.6% | $4,297+51.1% |
| Admin fee / account holder | $1,530 | $8,218-81.4% | $12,684-87.9% | $6,935-77.9% |