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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 | $183,508 | $123,155+49.0% | $108,753+68.7% | $155,188+18.2% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 16.59% | 44.73%-28.1pp | 37.47%-20.9pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,039 | $2,811-27.5% | $2,427-16.0% | $4,248-52.0% |
| Participant deferral / active EE | $5,740 | $4,623+24.2% | $4,115+39.5% | $6,531-12.1% |
| Admin fee / account holder | $14,450 | $12,126+19.2% | $10,320+40.0% | $14,480-0.2% |