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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 | $134,754 | $61,605+118.7% | $112,273+20.0% | $75,173+79.3% |
| Participation rate | 53.3% | 61.7%-8.3pp | 72.4%-19.1pp | 67.2%-13.9pp |
| Annual return | 20.12% | 28.47%-8.3pp | 30.23%-10.1pp | 160.72%-140.6pp |
| Employer contribution / active EE | $2,772 | $2,015+37.6% | $3,431-19.2% | $2,671+3.8% |
| Participant deferral / active EE | $7,666 | $3,108+146.6% | $4,800+59.7% | $4,126+85.8% |
| Admin fee / account holder | $2,649 | $4,862-45.5% | $7,752-65.8% | $5,651-53.1% |