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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 | $151,403 | $81,487+85.8% | $102,412+47.8% | $80,935+87.1% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.7%-6.9pp |
| Annual return | 14.11% | 25.60%-11.5pp | 24.94%-10.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,189 | $3,103-29.5% | $3,870-43.4% | $2,757-20.6% |
| Participant deferral / active EE | $4,151 | $3,871+7.2% | $5,060-18.0% | $4,299-3.5% |
| Admin fee / account holder | $5,522 | $6,717-17.8% | $8,388-34.2% | $6,924-20.3% |