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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 | $164,133 | $108,825+50.8% | $156,181+5.1% | $82,448+99.1% |
| Participation rate | 58.2% | 72.4%-14.2pp | 78.8%-20.6pp | 68.1%-9.9pp |
| Annual return | 13.63% | 20.59%-7.0pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,888 | $2,870+0.6% | $4,294-32.7% | $2,551+13.2% |
| Participant deferral / active EE | $5,177 | $4,577+13.1% | $6,132-15.6% | $4,139+25.1% |
| Admin fee / account holder | $3,024 | $9,341-67.6% | $14,586-79.3% | $7,234-58.2% |