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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 | $172,726 | $81,487+112.0% | $102,412+68.7% | $80,935+113.4% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 14.36% | 25.60%-11.2pp | 24.94%-10.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,431 | $3,103-21.7% | $3,870-37.2% | $2,757-11.8% |
| Participant deferral / active EE | $6,492 | $3,871+67.7% | $5,060+28.3% | $4,299+51.0% |
| Admin fee / account holder | $3,906 | $6,717-41.9% | $8,388-53.4% | $6,924-43.6% |