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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 | $147,870 | $72,492+104.0% | $87,102+69.8% | $72,983+102.6% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.9%-9.0pp | 69.5%-1.6pp |
| Annual return | 18.09% | 24.46%-6.4pp | 28.19%-10.1pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,953 | $1,894+3.1% | $2,521-22.5% | $2,440-20.0% |
| Participant deferral / active EE | $5,981 | $3,270+82.9% | $4,048+47.7% | $3,608+65.8% |
| Admin fee / account holder | $1,334 | $5,055-73.6% | $7,491-82.2% | $5,124-74.0% |