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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 | $142,443 | $53,774+164.9% | $134,162+6.2% | $79,852+78.4% |
| Participation rate | 63.0% | 58.8%+4.2pp | 72.2%-9.2pp | 69.6%-6.7pp |
| Annual return | 10.82% | 19.01%-8.2pp | 36.35%-25.5pp | 31.72%-20.9pp |
| Employer contribution / active EE | $1,346 | $1,322+1.8% | $3,705-63.7% | $2,471-45.5% |
| Participant deferral / active EE | $5,383 | $2,420+122.5% | $3,500+53.8% | $3,740+43.9% |
| Admin fee / account holder | $854 | $3,985-78.6% | $6,685-87.2% | $5,306-83.9% |