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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 | $132,797 | $72,269+83.8% | $101,271+31.1% | $79,852+66.3% |
| Participation rate | 60.9% | 68.5%-7.5pp | 75.8%-14.9pp | 69.6%-8.7pp |
| Annual return | 17.18% | 22.29%-5.1pp | 46.48%-29.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $2,227 | $2,692-17.3% | $3,660-39.2% | $2,471-9.9% |
| Participant deferral / active EE | $5,089 | $3,282+55.1% | $4,371+16.4% | $3,740+36.1% |
| Admin fee / account holder | $3,432 | $4,401-22.0% | $5,948-42.3% | $5,306-35.3% |