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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 | $106,864+38.5% | $147,318+0.5% | $82,637+79.1% |
| Participation rate | 69.0% | 75.5%-6.5pp | 82.1%-13.1pp | 68.1%+0.9pp |
| Annual return | 18.22% | 27.49%-9.3pp | 70.43%-52.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $2,930 | $3,417-14.3% | $4,593-36.2% | $2,552+14.8% |
| Participant deferral / active EE | $7,180 | $6,496+10.5% | $7,906-9.2% | $4,126+74.0% |
| Admin fee / account holder | $1,697 | $8,415-79.8% | $13,708-87.6% | $7,339-76.9% |