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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 | $171,897 | $81,358+111.3% | $155,556+10.5% | $80,959+112.3% |
| Participation rate | 55.9% | 66.3%-10.3pp | 78.2%-22.3pp | 67.7%-11.7pp |
| Annual return | 24.07% | 33.39%-9.3pp | 64.84%-40.8pp | 35.67%-11.6pp |
| Employer contribution / active EE | $2,851 | $3,106-8.2% | $4,675-39.0% | $2,757+3.4% |
| Participant deferral / active EE | $5,322 | $3,455+54.0% | $5,631-5.5% | $4,300+23.8% |
| Admin fee / account holder | $14,534 | $7,994+81.8% | $15,885-8.5% | $6,925+109.9% |