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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 | $160,674 | $79,894+101.1% | $135,792+18.3% | $82,637+94.4% |
| Participation rate | 61.5% | 63.0%-1.5pp | 72.6%-11.1pp | 68.1%-6.5pp |
| Annual return | 16.43% | 17.20%-0.8pp | 25.96%-9.5pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,211 | $2,165-44.0% | $3,496-65.3% | $2,552-52.5% |
| Participant deferral / active EE | $3,150 | $3,194-1.4% | $4,759-33.8% | $4,126-23.7% |
| Admin fee / account holder | $6,764 | $6,434+5.1% | $12,266-44.9% | $7,339-7.8% |