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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 | $81,331+104.8% | $155,534+7.1% | $80,935+105.8% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 17.84% | 33.37%-15.5pp | 64.92%-47.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $2,864 | $3,105-7.8% | $4,675-38.7% | $2,757+3.9% |
| Participant deferral / active EE | $6,333 | $3,454+83.3% | $5,630+12.5% | $4,299+47.3% |
| Admin fee / account holder | $2,223 | $7,999-72.2% | $15,900-86.0% | $6,924-67.9% |