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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 | $159,544 | $73,787+116.2% | $98,716+61.6% | $82,448+93.5% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 13.40% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,743 | $1,511+81.5% | $2,279+20.4% | $2,551+7.5% |
| Participant deferral / active EE | $4,930 | $3,081+60.0% | $4,048+21.8% | $4,139+19.1% |
| Admin fee / account holder | $7,741 | $6,500+19.1% | $8,703-11.1% | $7,234+7.0% |