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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 | $166,538 | $81,262+104.9% | $155,602+7.0% | $80,911+105.8% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-18.9pp | 67.6%-8.4pp |
| Annual return | 17.84% | 33.34%-15.5pp | 64.81%-47.0pp | 35.63%-17.8pp |
| Employer contribution / active EE | $2,864 | $3,102-7.7% | $4,675-38.7% | $2,756+3.9% |
| Participant deferral / active EE | $6,333 | $3,451+83.5% | $5,629+12.5% | $4,297+47.4% |
| Admin fee / account holder | $2,223 | $7,992-72.2% | $15,923-86.0% | $6,935-67.9% |