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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 | $177,098 | $110,137+60.8% | $161,149+9.9% | $82,637+114.3% |
| Participation rate | 64.2% | 72.4%-8.2pp | 78.8%-14.7pp | 68.1%-3.9pp |
| Annual return | 13.97% | 20.69%-6.7pp | 21.16%-7.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $2,609 | $2,856-8.7% | $4,360-40.2% | $2,552+2.2% |
| Participant deferral / active EE | $7,128 | $4,575+55.8% | $6,153+15.8% | $4,126+72.8% |
| Admin fee / account holder | $2,542 | $9,467-73.2% | $15,194-83.3% | $7,339-65.4% |