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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 | $169,666 | $97,550+73.9% | $120,344+41.0% | $87,485+93.9% |
| Participation rate | 63.6% | 72.8%-9.2pp | 76.7%-13.1pp | 68.9%-5.3pp |
| Annual return | 17.12% | 18.41%-1.3pp | 20.30%-3.2pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,083 | $2,291-9.1% | $3,020-31.0% | $2,596-19.8% |
| Participant deferral / active EE | $5,751 | $4,230+36.0% | $5,135+12.0% | $4,274+34.6% |
| Admin fee / account holder | $3,242 | $9,543-66.0% | $12,742-74.6% | $7,775-58.3% |