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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 | $181,918 | $136,860+32.9% | $120,344+51.2% | $154,746+17.6% |
| Participation rate | 68.8% | 79.9%-11.1pp | 76.7%-8.0pp | 80.7%-12.0pp |
| Annual return | 18.34% | 21.38%-3.0pp | 20.30%-2.0pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,764 | $3,533-50.1% | $3,020-41.6% | $4,379-59.7% |
| Participant deferral / active EE | $5,090 | $5,793-12.1% | $5,135-0.9% | $6,730-24.4% |
| Admin fee / account holder | $21,623 | $15,393+40.5% | $12,742+69.7% | $14,365+50.5% |