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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 | $118,946 | $77,962+52.6% | $178,540-33.4% | $80,935+47.0% |
| Participation rate | 69.8% | 65.7%+4.1pp | 77.1%-7.3pp | 67.7%+2.1pp |
| Annual return | 16.55% | 18.10%-1.5pp | 27.15%-10.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $2,805 | $2,280+23.0% | $3,953-29.0% | $2,757+1.8% |
| Participant deferral / active EE | $7,066 | $4,404+60.4% | $6,281+12.5% | $4,299+64.3% |
| Admin fee / account holder | $1,844 | $7,156-74.2% | $10,424-82.3% | $6,924-73.4% |