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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 | $142,852 | $72,273+97.7% | $101,275+41.1% | $79,856+78.9% |
| Participation rate | 67.3% | 68.5%-1.2pp | 75.8%-8.5pp | 69.6%-2.3pp |
| Annual return | 17.16% | 22.30%-5.1pp | 46.48%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,266 | $2,691-52.9% | $3,660-65.4% | $2,471-48.8% |
| Participant deferral / active EE | $4,822 | $3,282+46.9% | $4,371+10.3% | $3,741+28.9% |
| Admin fee / account holder | $6,108 | $4,401+38.8% | $5,948+2.7% | $5,306+15.1% |