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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 | $74,535+89.4% | $100,712+40.2% | $82,637+70.8% |
| Participation rate | 64.8% | 61.2%+3.6pp | 69.3%-4.5pp | 68.1%-3.3pp |
| Annual return | 12.82% | 18.92%-6.1pp | 33.27%-20.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $363 | $1,503-75.9% | $2,313-84.3% | $2,552-85.8% |
| Participant deferral / active EE | $6,251 | $3,074+103.4% | $4,085+53.0% | $4,126+51.5% |
| Admin fee / account holder | $8,935 | $6,576+35.9% | $9,256-3.5% | $7,339+21.8% |