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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 | $152,181 | $81,487+86.8% | $102,412+48.6% | $80,935+88.0% |
| Participation rate | 61.3% | 66.8%-5.6pp | 74.5%-13.2pp | 67.7%-6.4pp |
| Annual return | 12.05% | 25.60%-13.5pp | 24.94%-12.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,988 | $3,103-35.9% | $3,870-48.6% | $2,757-27.9% |
| Participant deferral / active EE | $5,003 | $3,871+29.3% | $5,060-1.1% | $4,299+16.4% |
| Admin fee / account holder | $7,573 | $6,717+12.7% | $8,388-9.7% | $6,924+9.4% |