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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 | $132,335 | $57,590+129.8% | $86,233+53.5% | $82,448+60.5% |
| Participation rate | 59.5% | 57.9%+1.6pp | 69.0%-9.6pp | 68.1%-8.6pp |
| Annual return | 14.46% | 22.41%-8.0pp | 61.39%-46.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,221 | $1,655+94.6% | $2,504+28.6% | $2,551+26.3% |
| Participant deferral / active EE | $2,490 | $3,080-19.2% | $4,559-45.4% | $4,139-39.8% |
| Admin fee / account holder | $6,440 | $4,730+36.1% | $8,342-22.8% | $7,234-11.0% |