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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 | $113,972 | $56,110+103.1% | $94,993+20.0% | $70,126+62.5% |
| Participation rate | 60.6% | 65.0%-4.4pp | 73.9%-13.3pp | 69.5%-8.9pp |
| Annual return | 27.57% | 51.02%-23.5pp | 27.14%+0.4pp | 73.15%-45.6pp |
| Employer contribution / active EE | $841 | $1,442-41.7% | $2,603-67.7% | $2,343-64.1% |
| Participant deferral / active EE | $1,181 | $2,391-50.6% | $3,317-64.4% | $3,332-64.5% |
| Admin fee / account holder | $4,018 | $3,456+16.3% | $4,960-19.0% | $4,645-13.5% |