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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 | $135,973 | $81,331+67.2% | $155,534-12.6% | $80,935+68.0% |
| Participation rate | 61.8% | 66.3%-4.5pp | 78.2%-16.5pp | 67.7%-5.9pp |
| Annual return | 14.01% | 33.37%-19.4pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,942 | $3,105-5.2% | $4,675-37.1% | $2,757+6.7% |
| Participant deferral / active EE | $5,372 | $3,454+55.5% | $5,630-4.6% | $4,299+24.9% |
| Admin fee / account holder | $7,758 | $7,999-3.0% | $15,900-51.2% | $6,924+12.0% |