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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 | $137,707 | $54,757+151.5% | $90,304+52.5% | $72,975+88.7% |
| Participation rate | 64.0% | 65.2%-1.2pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 21.89% | 30.63%-8.7pp | 78.13%-56.2pp | 81.01%-59.1pp |
| Employer contribution / active EE | $912 | $2,093-56.4% | $2,855-68.0% | $2,440-62.6% |
| Participant deferral / active EE | $5,523 | $2,887+91.3% | $3,885+42.2% | $3,608+53.1% |
| Admin fee / account holder | $2,733 | $3,973-31.2% | $5,354-49.0% | $5,124-46.7% |