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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 | $154,347 | $102,245+51.0% | $89,340+72.8% | $137,256+12.5% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 16.39% | 21.89%-5.5pp | 20.57%-4.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,630 | $2,529-35.5% | $2,231-26.9% | $4,156-60.8% |
| Participant deferral / active EE | $7,695 | $4,436+73.4% | $3,823+101.3% | $6,407+20.1% |
| Admin fee / account holder | $6,460 | $8,085-20.1% | $6,704-3.6% | $12,270-47.4% |