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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 | $162,714 | $93,617+73.8% | $135,982+19.7% | $75,177+116.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 18.78% | 30.89%-12.1pp | 68.32%-49.5pp | 160.75%-142.0pp |
| Employer contribution / active EE | $3,671 | $3,538+3.7% | $4,859-24.5% | $2,671+37.4% |
| Participant deferral / active EE | $5,567 | $6,406-13.1% | $7,760-28.3% | $4,126+34.9% |
| Admin fee / account holder | $1,835 | $6,980-73.7% | $10,767-83.0% | $5,651-67.5% |