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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 | $114,712+43.1% | $173,730-5.5% | $87,485+87.6% |
| Participation rate | 58.2% | 73.0%-14.8pp | 79.6%-21.4pp | 68.9%-10.7pp |
| Annual return | 13.63% | 20.18%-6.6pp | 19.96%-6.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $2,888 | $2,904-0.6% | $4,577-36.9% | $2,596+11.2% |
| Participant deferral / active EE | $5,177 | $4,642+11.5% | $6,326-18.2% | $4,274+21.1% |
| Admin fee / account holder | $3,024 | $10,210-70.4% | $17,523-82.7% | $7,775-61.1% |