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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 | $162,144 | $95,453+69.9% | $112,040+44.7% | $82,448+96.7% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.5%-17.7pp | 68.1%-9.2pp |
| Annual return | 16.84% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,874 | $2,318-19.1% | $2,954-36.5% | $2,551-26.5% |
| Participant deferral / active EE | $7,497 | $4,224+77.5% | $5,098+47.1% | $4,139+81.1% |
| Admin fee / account holder | $18,482 | $9,013+105.0% | $12,098+52.8% | $7,234+155.5% |