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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 | $176,226 | $106,749+65.1% | $145,433+21.2% | $82,448+113.7% |
| Participation rate | 63.2% | 75.6%-12.5pp | 82.1%-19.0pp | 68.1%-4.9pp |
| Annual return | 17.96% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,754 | $3,444-20.1% | $4,554-39.5% | $2,551+7.9% |
| Participant deferral / active EE | $7,047 | $6,519+8.1% | $7,897-10.8% | $4,139+70.2% |
| Admin fee / account holder | $1,560 | $8,390-81.4% | $13,129-88.1% | $7,234-78.4% |