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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 | $154,865 | $174,379-11.2% | $152,093+1.8% | $138,895+11.5% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 12.74% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,763 | $4,652-62.1% | $4,175-57.8% | $4,194-58.0% |
| Participant deferral / active EE | $6,262 | $6,159+1.7% | $5,451+14.9% | $6,396-2.1% |
| Admin fee / account holder | $19,985 | $16,880+18.4% | $14,497+37.9% | $12,562+59.1% |