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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 | $165,579 | $77,574+113.4% | $108,753+52.3% | $86,983+90.4% |
| Participation rate | 62.1% | 62.3%-0.2pp | 71.1%-9.0pp | 69.5%-7.5pp |
| Annual return | 11.91% | 18.42%-6.5pp | 37.47%-25.6pp | 25.83%-13.9pp |
| Employer contribution / active EE | $1,279 | $1,611-20.6% | $2,427-47.3% | $2,584-50.5% |
| Participant deferral / active EE | $3,369 | $3,128+7.7% | $4,115-18.1% | $4,194-19.7% |
| Admin fee / account holder | $2,484 | $6,529-62.0% | $10,320-75.9% | $7,856-68.4% |