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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 | $118,727 | $72,027+64.8% | $185,861-36.1% | $79,856+48.7% |
| Participation rate | 63.4% | 65.8%-2.4pp | 78.0%-14.6pp | 69.6%-6.2pp |
| Annual return | 15.59% | 23.13%-7.5pp | 35.96%-20.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,138 | $1,965+8.8% | $4,088-47.7% | $2,471-13.5% |
| Participant deferral / active EE | $6,996 | $3,780+85.1% | $5,634+24.2% | $3,741+87.0% |
| Admin fee / account holder | $13,112 | $4,513+190.5% | $9,503+38.0% | $5,306+147.1% |