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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 | $136,128 | $79,955+70.3% | $98,450+38.3% | $75,181+81.1% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 18.94% | 19.75%-0.8pp | 21.16%-2.2pp | 160.69%-141.7pp |
| Employer contribution / active EE | $2,239 | $2,264-1.1% | $3,049-26.6% | $2,671-16.2% |
| Participant deferral / active EE | $5,465 | $3,752+45.6% | $4,739+15.3% | $4,126+32.5% |
| Admin fee / account holder | $3,737 | $6,841-45.4% | $8,961-58.3% | $5,650-33.9% |