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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 | $136,135 | $53,774+153.2% | $134,162+1.5% | $79,852+70.5% |
| Participation rate | 68.6% | 58.8%+9.8pp | 72.2%-3.6pp | 69.6%-1.1pp |
| Annual return | 17.63% | 19.01%-1.4pp | 36.35%-18.7pp | 31.72%-14.1pp |
| Employer contribution / active EE | $575 | $1,322-56.5% | $3,705-84.5% | $2,471-76.7% |
| Participant deferral / active EE | $3,259 | $2,420+34.7% | $3,500-6.9% | $3,740-12.9% |
| Admin fee / account holder | $5,720 | $3,985+43.5% | $6,685-14.4% | $5,306+7.8% |