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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 | $164,087 | $90,400+81.5% | $186,193-11.9% | $87,485+87.6% |
| Participation rate | 66.7% | 66.2%+0.5pp | 77.1%-10.4pp | 68.9%-2.3pp |
| Annual return | 15.50% | 22.15%-6.6pp | 78.03%-62.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $2,443 | $2,170+12.6% | $3,918-37.6% | $2,596-5.9% |
| Participant deferral / active EE | $6,874 | $4,330+58.8% | $6,513+5.5% | $4,274+60.8% |
| Admin fee / account holder | $12,575 | $8,673+45.0% | $11,058+13.7% | $7,775+61.7% |