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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 | $81,446+77.3% | $103,374+39.7% | $80,874+78.5% |
| Participation rate | 68.8% | 66.9%+1.9pp | 74.5%-5.8pp | 67.6%+1.1pp |
| Annual return | 13.62% | 25.57%-11.9pp | 24.89%-11.3pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,381 | $3,107-23.4% | $3,869-38.5% | $2,756-13.6% |
| Participant deferral / active EE | $5,117 | $3,870+32.2% | $5,058+1.2% | $4,297+19.1% |
| Admin fee / account holder | $1,359 | $6,715-79.8% | $8,394-83.8% | $6,935-80.4% |