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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 | $132,487 | $58,848+125.1% | $88,179+50.2% | $82,637+60.3% |
| Participation rate | 60.9% | 57.9%+3.0pp | 69.1%-8.3pp | 68.1%-7.2pp |
| Annual return | 14.23% | 22.76%-8.5pp | 64.97%-50.7pp | 53.51%-39.3pp |
| Employer contribution / active EE | $811 | $1,678-51.7% | $2,549-68.2% | $2,552-68.2% |
| Participant deferral / active EE | $6,270 | $3,124+100.7% | $4,614+35.9% | $4,126+52.0% |
| Admin fee / account holder | $14,158 | $4,795+195.2% | $7,673+84.5% | $7,339+92.9% |