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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 | $134,246 | $78,520+71.0% | $96,576+39.0% | $82,448+62.8% |
| Participation rate | 61.5% | 77.7%-16.2pp | 81.4%-19.9pp | 68.1%-6.5pp |
| Annual return | 18.05% | 41.30%-23.3pp | 38.47%-20.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,501 | $2,630-4.9% | $3,553-29.6% | $2,551-2.0% |
| Participant deferral / active EE | $4,967 | $6,754-26.5% | $7,956-37.6% | $4,139+20.0% |
| Admin fee / account holder | $1,433 | $13,455-89.3% | $11,381-87.4% | $7,234-80.2% |