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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 | $164,135 | $106,749+53.8% | $145,433+12.9% | $82,448+99.1% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 18.28% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,944 | $3,444-14.5% | $4,554-35.4% | $2,551+15.4% |
| Participant deferral / active EE | $8,204 | $6,519+25.9% | $7,897+3.9% | $4,139+98.2% |
| Admin fee / account holder | $30,607 | $8,390+264.8% | $13,129+133.1% | $7,234+323.1% |