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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 | $133,663 | $72,486+84.4% | $87,103+53.5% | $72,976+83.2% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.2pp |
| Annual return | 24.67% | 24.46%+0.2pp | 28.19%-3.5pp | 81.02%-56.3pp |
| Employer contribution / active EE | $3,870 | $1,894+104.3% | $2,521+53.5% | $2,440+58.6% |
| Participant deferral / active EE | $4,677 | $3,270+43.0% | $4,049+15.5% | $3,608+29.6% |
| Admin fee / account holder | $2,446 | $5,055-51.6% | $7,491-67.4% | $5,124-52.3% |