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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 | $136,920 | $64,359+112.7% | $90,161+51.9% | $70,126+95.2% |
| Participation rate | 65.6% | 70.4%-4.8pp | 76.9%-11.2pp | 69.5%-3.9pp |
| Annual return | 20.28% | 28.13%-7.9pp | 34.89%-14.6pp | 73.15%-52.9pp |
| Employer contribution / active EE | $2,866 | $2,046+40.1% | $3,318-13.6% | $2,343+22.4% |
| Participant deferral / active EE | $7,042 | $4,389+60.5% | $5,287+33.2% | $3,332+111.4% |
| Admin fee / account holder | $1,683 | $3,945-57.3% | $5,943-71.7% | $4,645-63.8% |