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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 | $165,701 | $107,733+53.8% | $92,985+78.2% | $154,746+7.1% |
| Participation rate | 53.3% | 74.6%-21.2pp | 69.5%-16.2pp | 80.7%-27.4pp |
| Annual return | 16.21% | 30.39%-14.2pp | 27.99%-11.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,473 | $3,126-20.9% | $2,662-7.1% | $4,379-43.5% |
| Participant deferral / active EE | $7,591 | $5,053+50.2% | $4,377+73.5% | $6,730+12.8% |
| Admin fee / account holder | $29,537 | $11,369+159.8% | $9,463+212.1% | $14,365+105.6% |