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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 | $139,740 | $72,027+94.0% | $185,835-24.8% | $79,852+75.0% |
| Participation rate | 43.8% | 65.8%-22.0pp | 78.0%-34.3pp | 69.6%-25.9pp |
| Annual return | 16.45% | 23.13%-6.7pp | 35.96%-19.5pp | 31.72%-15.3pp |
| Employer contribution / active EE | $2,050 | $1,965+4.3% | $4,087-49.8% | $2,471-17.0% |
| Participant deferral / active EE | $4,179 | $3,780+10.6% | $5,633-25.8% | $3,740+11.7% |
| Admin fee / account holder | $7,630 | $4,513+69.1% | $9,502-19.7% | $5,306+43.8% |