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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 | $172,223 | $81,358+111.7% | $155,556+10.7% | $80,959+112.7% |
| Participation rate | 58.3% | 66.3%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | 16.27% | 33.39%-17.1pp | 64.84%-48.6pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,808 | $3,106-9.6% | $4,675-39.9% | $2,757+1.8% |
| Participant deferral / active EE | $7,896 | $3,455+128.5% | $5,631+40.2% | $4,300+83.6% |
| Admin fee / account holder | $14,791 | $7,994+85.0% | $15,885-6.9% | $6,925+113.6% |