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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 | $160,674 | $77,896+106.3% | $134,172+19.8% | $82,448+94.9% |
| Participation rate | 61.5% | 62.8%-1.3pp | 72.5%-10.9pp | 68.1%-6.5pp |
| Annual return | 16.43% | 18.21%-1.8pp | 25.30%-8.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,211 | $2,159-43.9% | $3,420-64.6% | $2,551-52.5% |
| Participant deferral / active EE | $3,150 | $3,162-0.4% | $4,690-32.8% | $4,139-23.9% |
| Admin fee / account holder | $6,764 | $6,336+6.8% | $12,016-43.7% | $7,234-6.5% |