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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 | $142,450 | $100,970+41.1% | $96,576+47.5% | $137,256+3.8% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 16.39% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,614 | $3,809-31.4% | $3,553-26.4% | $4,156-37.1% |
| Participant deferral / active EE | $7,210 | $8,286-13.0% | $7,956-9.4% | $6,407+12.5% |
| Admin fee / account holder | $981 | $11,312-91.3% | $11,381-91.4% | $12,270-92.0% |