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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 | $134,742 | $101,798+32.4% | $165,071-18.4% | $80,935+66.5% |
| Participation rate | 68.8% | 71.8%-3.1pp | 78.6%-9.9pp | 67.7%+1.1pp |
| Annual return | 12.45% | 16.73%-4.3pp | 70.17%-57.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,325 | $2,954-21.3% | $4,347-46.5% | $2,757-15.7% |
| Participant deferral / active EE | $7,209 | $4,476+61.0% | $6,035+19.4% | $4,299+67.7% |
| Admin fee / account holder | $10,697 | $8,221+30.1% | $12,695-15.7% | $6,924+54.5% |