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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 | $156,386 | $101,778+53.7% | $164,975-5.2% | $80,925+93.2% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.7%-1.0pp |
| Annual return | 13.82% | 16.73%-2.9pp | 70.12%-56.3pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,488 | $2,954-15.8% | $4,343-42.7% | $2,756-9.7% |
| Participant deferral / active EE | $8,154 | $4,477+82.1% | $6,033+35.1% | $4,299+89.7% |
| Admin fee / account holder | $13,218 | $8,221+60.8% | $12,688+4.2% | $6,940+90.5% |