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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 | $137,695 | $76,564+79.8% | $105,582+30.4% | $94,015+46.5% |
| Participation rate | 38.6% | 65.2%-26.6pp | 71.8%-33.2pp | 70.8%-32.2pp |
| Annual return | 12.64% | 20.69%-8.0pp | 18.61%-6.0pp | 17.84%-5.2pp |
| Employer contribution / active EE | $2,452 | $1,995+22.9% | $2,984-17.8% | $2,790-12.1% |
| Participant deferral / active EE | $5,345 | $3,320+61.0% | $4,353+22.8% | $4,249+25.8% |
| Admin fee / account holder | $7,148 | $7,129+0.3% | $12,856-44.4% | $8,951-20.1% |