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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 | $165,718 | $73,988+124.0% | $96,538+71.7% | $75,177+120.4% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 16.75% | 26.73%-10.0pp | 35.74%-19.0pp | 160.75%-144.0pp |
| Employer contribution / active EE | $952 | $2,930-67.5% | $3,740-74.5% | $2,671-64.4% |
| Participant deferral / active EE | $4,824 | $3,660+31.8% | $4,880-1.2% | $4,126+16.9% |
| Admin fee / account holder | $6,883 | $5,220+31.9% | $6,737+2.2% | $5,651+21.8% |