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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 | $145,378 | $86,949+67.2% | $102,460+41.9% | $80,959+79.6% |
| Participation rate | 63.9% | 72.4%-8.5pp | 76.5%-12.6pp | 67.7%-3.8pp |
| Annual return | 17.03% | 18.89%-1.9pp | 29.47%-12.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,037 | $2,370-14.0% | $3,025-32.7% | $2,757-26.1% |
| Participant deferral / active EE | $4,721 | $4,121+14.6% | $5,056-6.6% | $4,300+9.8% |
| Admin fee / account holder | $3,238 | $8,048-59.8% | $9,460-65.8% | $6,925-53.2% |