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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 | $141,159 | $73,787+91.3% | $98,716+43.0% | $82,448+71.2% |
| Participation rate | 64.8% | 61.4%+3.4pp | 69.3%-4.5pp | 68.1%-3.3pp |
| Annual return | 12.82% | 18.57%-5.7pp | 31.81%-19.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $363 | $1,511-76.0% | $2,279-84.1% | $2,551-85.8% |
| Participant deferral / active EE | $6,251 | $3,081+102.9% | $4,048+54.4% | $4,139+51.0% |
| Admin fee / account holder | $8,935 | $6,500+37.5% | $8,703+2.7% | $7,234+23.5% |