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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 | $135,678 | $49,249+175.5% | $70,476+92.5% | $79,852+69.9% |
| Participation rate | 66.7% | 69.2%-2.5pp | 75.1%-8.4pp | 69.6%-3.0pp |
| Annual return | 19.31% | 30.09%-10.8pp | 109.12%-89.8pp | 31.72%-12.4pp |
| Employer contribution / active EE | $954 | $2,100-54.6% | $2,738-65.2% | $2,471-61.4% |
| Participant deferral / active EE | $4,001 | $2,769+44.5% | $3,710+7.8% | $3,740+7.0% |
| Admin fee / account holder | $1,379 | $2,878-52.1% | $3,847-64.2% | $5,306-74.0% |