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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 | $81,446+85.9% | $103,374+46.5% | $80,874+87.2% |
| Participation rate | 60.7% | 66.9%-6.1pp | 74.5%-13.8pp | 67.6%-6.9pp |
| Annual return | 14.11% | 25.57%-11.5pp | 24.89%-10.8pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,189 | $3,107-29.6% | $3,869-43.4% | $2,756-20.6% |
| Participant deferral / active EE | $4,151 | $3,870+7.3% | $5,058-17.9% | $4,297-3.4% |
| Admin fee / account holder | $5,522 | $6,715-17.8% | $8,394-34.2% | $6,935-20.4% |