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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 | $148,003 | $99,875+48.2% | $146,866+0.8% | $86,983+70.2% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.5%-0.6pp |
| Annual return | 18.22% | 28.10%-9.9pp | 102.85%-84.6pp | 25.83%-7.6pp |
| Employer contribution / active EE | $2,930 | $3,224-9.1% | $4,425-33.8% | $2,584+13.4% |
| Participant deferral / active EE | $7,180 | $6,322+13.6% | $7,759-7.5% | $4,194+71.2% |
| Admin fee / account holder | $1,697 | $7,838-78.3% | $13,620-87.5% | $7,856-78.4% |