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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 | $131,108 | $76,551+71.3% | $123,894+5.8% | $62,881+108.5% |
| Participation rate | 55.9% | 73.0%-17.1pp | 81.4%-25.5pp | 69.3%-13.4pp |
| Annual return | 7.56% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,425 | $2,882-50.5% | $4,617-69.1% | $2,281-37.5% |
| Participant deferral / active EE | $6,166 | $4,840+27.4% | $5,984+3.0% | $3,203+92.5% |
| Admin fee / account holder | $2,718 | $4,826-43.7% | $8,357-67.5% | $4,296-36.7% |