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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 | $168,763 | $106,864+57.9% | $147,318+14.6% | $82,637+104.2% |
| Participation rate | 68.6% | 75.5%-6.9pp | 82.1%-13.5pp | 68.1%+0.5pp |
| Annual return | 20.90% | 27.49%-6.6pp | 70.43%-49.5pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,459 | $3,417-28.0% | $4,593-46.5% | $2,552-3.6% |
| Participant deferral / active EE | $7,470 | $6,496+15.0% | $7,906-5.5% | $4,126+81.0% |
| Admin fee / account holder | $5,783 | $8,415-31.3% | $13,708-57.8% | $7,339-21.2% |