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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 | $95,404+70.0% | $113,397+43.0% | $82,637+96.2% |
| Participation rate | 58.8% | 72.8%-14.0pp | 76.5%-17.7pp | 68.1%-9.2pp |
| Annual return | 16.84% | 19.08%-2.2pp | 23.20%-6.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,874 | $2,307-18.7% | $2,977-37.0% | $2,552-26.6% |
| Participant deferral / active EE | $7,497 | $4,220+77.7% | $5,076+47.7% | $4,126+81.7% |
| Admin fee / account holder | $18,482 | $9,168+101.6% | $11,957+54.6% | $7,339+151.8% |