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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 | $156,178 | $81,504+91.6% | $102,437+52.5% | $80,959+92.9% |
| Participation rate | 67.9% | 66.9%+1.0pp | 74.5%-6.7pp | 67.7%+0.2pp |
| Annual return | 11.23% | 25.60%-14.4pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,587 | $3,104-16.6% | $3,871-33.2% | $2,757-6.2% |
| Participant deferral / active EE | $5,586 | $3,871+44.3% | $5,060+10.4% | $4,300+29.9% |
| Admin fee / account holder | $29,272 | $6,719+335.6% | $8,388+249.0% | $6,925+322.7% |