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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 | $144,375 | $81,504+77.1% | $102,437+40.9% | $80,959+78.3% |
| Participation rate | 68.8% | 66.9%+1.9pp | 74.5%-5.8pp | 67.7%+1.1pp |
| Annual return | 13.62% | 25.60%-12.0pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,381 | $3,104-23.3% | $3,871-38.5% | $2,757-13.7% |
| Participant deferral / active EE | $5,117 | $3,871+32.2% | $5,060+1.1% | $4,300+19.0% |
| Admin fee / account holder | $1,359 | $6,719-79.8% | $8,388-83.8% | $6,925-80.4% |