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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 | $156,268 | $114,712+36.2% | $173,730-10.1% | $87,485+78.6% |
| Participation rate | 62.9% | 73.0%-10.1pp | 79.6%-16.7pp | 68.9%-6.0pp |
| Annual return | 16.00% | 20.18%-4.2pp | 19.96%-4.0pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,595 | $2,904-10.6% | $4,577-43.3% | $2,5960% |
| Participant deferral / active EE | $3,361 | $4,642-27.6% | $6,326-46.9% | $4,274-21.4% |
| Admin fee / account holder | $1,612 | $10,210-84.2% | $17,523-90.8% | $7,775-79.3% |