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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 | $158,610 | $106,749+48.6% | $145,433+9.1% | $82,448+92.4% |
| Participation rate | 62.2% | 75.6%-13.5pp | 82.1%-20.0pp | 68.1%-5.9pp |
| Annual return | 17.15% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,492 | $3,444-56.7% | $4,554-67.2% | $2,551-41.5% |
| Participant deferral / active EE | $7,626 | $6,519+17.0% | $7,897-3.4% | $4,139+84.2% |
| Admin fee / account holder | $6,838 | $8,390-18.5% | $13,129-47.9% | $7,234-5.5% |