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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 | $142,071 | $76,371+86.0% | $93,621+51.8% | $72,976+94.7% |
| Participation rate | 59.8% | 71.8%-12.0pp | 75.8%-16.1pp | 69.5%-9.7pp |
| Annual return | 17.89% | 25.82%-7.9pp | 32.76%-14.9pp | 81.02%-63.1pp |
| Employer contribution / active EE | $1,200 | $2,276-47.2% | $2,719-55.8% | $2,440-50.8% |
| Participant deferral / active EE | $3,226 | $3,538-8.8% | $4,070-20.7% | $3,608-10.6% |
| Admin fee / account holder | $7,544 | $6,839+10.3% | $7,890-4.4% | $5,124+47.2% |