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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 | $164,904 | $101,798+62.0% | $165,071-0.1% | $80,935+103.7% |
| Participation rate | 65.5% | 71.8%-6.3pp | 78.6%-13.1pp | 67.7%-2.1pp |
| Annual return | 19.81% | 16.73%+3.1pp | 70.17%-50.4pp | 35.66%-15.8pp |
| Employer contribution / active EE | $3,731 | $2,954+26.3% | $4,347-14.2% | $2,757+35.3% |
| Participant deferral / active EE | $7,451 | $4,476+66.5% | $6,035+23.5% | $4,299+73.3% |
| Admin fee / account holder | $2,860 | $8,221-65.2% | $12,695-77.5% | $6,924-58.7% |