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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 | $159,020 | $76,834+107.0% | $108,359+46.8% | $87,485+81.8% |
| Participation rate | 67.7% | 61.7%+6.0pp | 70.1%-2.4pp | 68.9%-1.2pp |
| Annual return | 15.82% | 19.09%-3.3pp | 36.89%-21.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $969 | $1,556-37.7% | $2,399-59.6% | $2,596-62.7% |
| Participant deferral / active EE | $4,103 | $3,100+32.3% | $4,137-0.8% | $4,274-4.0% |
| Admin fee / account holder | $22,275 | $6,537+240.7% | $9,741+128.7% | $7,775+186.5% |