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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 | $118,025 | $81,487+44.8% | $102,412+15.2% | $80,935+45.8% |
| Participation rate | 58.6% | 66.8%-8.2pp | 74.5%-15.9pp | 67.7%-9.0pp |
| Annual return | 13.71% | 25.60%-11.9pp | 24.94%-11.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,385 | $3,103-23.1% | $3,870-38.4% | $2,757-13.5% |
| Participant deferral / active EE | $7,266 | $3,871+87.7% | $5,060+43.6% | $4,299+69.0% |
| Admin fee / account holder | $2,411 | $6,717-64.1% | $8,388-71.2% | $6,924-65.2% |