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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 | $144,540 | $67,894+112.9% | $89,340+61.8% | $82,448+75.3% |
| Participation rate | 67.9% | 64.0%+3.8pp | 69.6%-1.7pp | 68.1%-0.2pp |
| Annual return | 14.35% | 19.21%-4.9pp | 20.57%-6.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $639 | $1,828-65.0% | $2,231-71.3% | $2,551-74.9% |
| Participant deferral / active EE | $1,839 | $3,072-40.2% | $3,823-51.9% | $4,139-55.6% |
| Admin fee / account holder | $1,690 | $5,723-70.5% | $6,704-74.8% | $7,234-76.6% |