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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 | $106,749+38.6% | $145,433+1.8% | $82,448+79.5% |
| Participation rate | 69.0% | 75.6%-6.7pp | 82.1%-13.2pp | 68.1%+0.9pp |
| Annual return | 18.22% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,930 | $3,444-14.9% | $4,554-35.7% | $2,551+14.8% |
| Participant deferral / active EE | $7,180 | $6,519+10.1% | $7,897-9.1% | $4,139+73.5% |
| Admin fee / account holder | $1,697 | $8,390-79.8% | $13,129-87.1% | $7,234-76.5% |