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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 | $165,197 | $88,996+85.6% | $78,004+111.8% | $138,895+18.9% |
| Participation rate | 68.8% | 74.4%-5.6pp | 69.4%-0.7pp | 79.9%-11.2pp |
| Annual return | 17.59% | 28.03%-10.4pp | 31.07%-13.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,832 | $2,917-2.9% | $2,469+14.7% | $4,194-32.5% |
| Participant deferral / active EE | $4,229 | $4,724-10.5% | $4,092+3.4% | $6,396-33.9% |
| Admin fee / account holder | $1,454 | $8,807-83.5% | $7,578-80.8% | $12,562-88.4% |