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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 | $145,607 | $114,712+26.9% | $173,730-16.2% | $87,485+66.4% |
| Participation rate | 63.8% | 73.0%-9.2pp | 79.6%-15.7pp | 68.9%-5.1pp |
| Annual return | 18.81% | 20.18%-1.4pp | 19.96%-1.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,718 | $2,904-6.4% | $4,577-40.6% | $2,596+4.7% |
| Participant deferral / active EE | $5,460 | $4,642+17.6% | $6,326-13.7% | $4,274+27.8% |
| Admin fee / account holder | $4,604 | $10,210-54.9% | $17,523-73.7% | $7,775-40.8% |