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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 | $154,773 | $136,860+13.1% | $120,344+28.6% | $154,7460% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 15.00% | 21.38%-6.4pp | 20.30%-5.3pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,305 | $3,533-34.8% | $3,020-23.7% | $4,379-47.4% |
| Participant deferral / active EE | $18,394 | $5,793+217.5% | $5,135+258.2% | $6,730+173.3% |
| Admin fee / account holder | $1,009 | $15,393-93.4% | $12,742-92.1% | $14,365-93.0% |