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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 | $130,270 | $77,962+67.1% | $178,540-27.0% | $80,935+61.0% |
| Participation rate | 47.1% | 65.7%-18.6pp | 77.1%-30.1pp | 67.7%-20.6pp |
| Annual return | 17.36% | 18.10%-0.7pp | 27.15%-9.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $2,810 | $2,280+23.2% | $3,953-28.9% | $2,757+1.9% |
| Participant deferral / active EE | $6,099 | $4,404+38.5% | $6,281-2.9% | $4,299+41.9% |
| Admin fee / account holder | $8,929 | $7,156+24.8% | $10,424-14.3% | $6,924+29.0% |