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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 | $147,565 | $106,864+38.1% | $147,318+0.2% | $82,637+78.6% |
| Participation rate | 69.7% | 75.5%-5.8pp | 82.1%-12.4pp | 68.1%+1.6pp |
| Annual return | 15.83% | 27.49%-11.7pp | 70.43%-54.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,836 | $3,417-17.0% | $4,593-38.3% | $2,552+11.1% |
| Participant deferral / active EE | $5,609 | $6,496-13.6% | $7,906-29.1% | $4,126+35.9% |
| Admin fee / account holder | $13,723 | $8,415+63.1% | $13,708+0.1% | $7,339+87.0% |