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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 | $119,145 | $72,272+64.9% | $101,264+17.7% | $79,858+49.2% |
| Participation rate | 65.6% | 68.5%-2.8pp | 75.8%-10.2pp | 69.6%-4.0pp |
| Annual return | 14.35% | 22.30%-7.9pp | 46.48%-32.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,142 | $2,692-57.6% | $3,660-68.8% | $2,471-53.8% |
| Participant deferral / active EE | $4,040 | $3,282+23.1% | $4,370-7.6% | $3,740+8.0% |
| Admin fee / account holder | $4,886 | $4,401+11.0% | $5,947-17.8% | $5,306-7.9% |