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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 | $157,842 | $86,940+81.6% | $102,434+54.1% | $80,935+95.0% |
| Participation rate | 67.3% | 72.4%-5.1pp | 76.5%-9.2pp | 67.7%-0.4pp |
| Annual return | 13.22% | 18.89%-5.7pp | 29.46%-16.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,817 | $2,370-23.3% | $3,023-39.9% | $2,757-34.1% |
| Participant deferral / active EE | $3,523 | $4,121-14.5% | $5,055-30.3% | $4,299-18.1% |
| Admin fee / account holder | $4,483 | $8,047-44.3% | $9,462-52.6% | $6,924-35.3% |