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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 | $137,968 | $81,504+69.3% | $102,437+34.7% | $80,959+70.4% |
| Participation rate | 61.5% | 66.9%-5.3pp | 74.5%-13.0pp | 67.7%-6.1pp |
| Annual return | 15.39% | 25.60%-10.2pp | 24.95%-9.6pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,481 | $3,104-20.1% | $3,871-35.9% | $2,757-10.0% |
| Participant deferral / active EE | $6,241 | $3,871+61.2% | $5,060+23.3% | $4,300+45.1% |
| Admin fee / account holder | $11,281 | $6,719+67.9% | $8,388+34.5% | $6,925+62.9% |