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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 | $146,456 | $77,896+88.0% | $134,172+9.2% | $82,448+77.6% |
| Participation rate | 61.0% | 62.8%-1.8pp | 72.5%-11.5pp | 68.1%-7.1pp |
| Annual return | 17.80% | 18.21%-0.4pp | 25.30%-7.5pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,235 | $2,159-42.8% | $3,420-63.9% | $2,551-51.6% |
| Participant deferral / active EE | $4,268 | $3,162+35.0% | $4,690-9.0% | $4,139+3.1% |
| Admin fee / account holder | $3,274 | $6,336-48.3% | $12,016-72.8% | $7,234-54.7% |