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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 | $139,394 | $78,013+78.7% | $178,449-21.9% | $80,911+72.3% |
| Participation rate | 69.2% | 65.7%+3.5pp | 77.1%-7.9pp | 67.6%+1.6pp |
| Annual return | 12.81% | 18.07%-5.3pp | 27.09%-14.3pp | 35.63%-22.8pp |
| Employer contribution / active EE | $4,105 | $2,287+79.5% | $3,951+3.9% | $2,756+49.0% |
| Participant deferral / active EE | $9,989 | $4,408+126.6% | $6,277+59.1% | $4,297+132.4% |
| Admin fee / account holder | $2,533 | $7,166-64.7% | $10,362-75.6% | $6,935-63.5% |