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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 | $175,278 | $90,400+93.9% | $186,193-5.9% | $87,485+100.4% |
| Participation rate | 60.0% | 66.2%-6.2pp | 77.1%-17.1pp | 68.9%-8.9pp |
| Annual return | 14.10% | 22.15%-8.1pp | 78.03%-63.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,948 | $2,170-10.2% | $3,918-50.3% | $2,596-25.0% |
| Participant deferral / active EE | $5,969 | $4,330+37.9% | $6,513-8.4% | $4,274+39.7% |
| Admin fee / account holder | $5,722 | $8,673-34.0% | $11,058-48.3% | $7,775-26.4% |