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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 | $140,429 | $112,729+24.6% | $98,716+42.3% | $137,256+2.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 16.12% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,906 | $2,725-30.1% | $2,279-16.4% | $4,156-54.1% |
| Participant deferral / active EE | $7,279 | $4,640+56.9% | $4,048+79.8% | $6,407+13.6% |
| Admin fee / account holder | $923 | $10,129-90.9% | $8,703-89.4% | $12,270-92.5% |