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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 | $138,177 | $72,273+91.2% | $101,275+36.4% | $79,856+73.0% |
| Participation rate | 57.6% | 68.5%-10.9pp | 75.8%-18.2pp | 69.6%-12.1pp |
| Annual return | 16.79% | 22.30%-5.5pp | 46.48%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $967 | $2,691-64.1% | $3,660-73.6% | $2,471-60.8% |
| Participant deferral / active EE | $4,096 | $3,282+24.8% | $4,371-6.3% | $3,741+9.5% |
| Admin fee / account holder | $1,143 | $4,401-74.0% | $5,948-80.8% | $5,306-78.5% |