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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 | $135,312 | $72,273+87.2% | $101,275+33.6% | $79,856+69.4% |
| Participation rate | 63.6% | 68.5%-4.8pp | 75.8%-12.2pp | 69.6%-6.0pp |
| Annual return | 19.83% | 22.30%-2.5pp | 46.48%-26.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,696 | $2,691+0.2% | $3,660-26.3% | $2,471+9.1% |
| Participant deferral / active EE | $7,105 | $3,282+116.5% | $4,371+62.6% | $3,741+90.0% |
| Admin fee / account holder | $4,283 | $4,401-2.7% | $5,948-28.0% | $5,306-19.3% |