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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 | $163,003 | $153,311+6.3% | $109,313+49.1% | $273,972-40.5% |
| Participation rate | 46.2% | 80.1%-33.9pp | 71.3%-25.1pp | 83.0%-36.9pp |
| Annual return | 9.79% | 29.86%-20.1pp | 22.07%-12.3pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,811 | $5,619-32.2% | $3,892-2.1% | $4,869-21.7% |
| Participant deferral / active EE | $6,217 | $3,932+58.1% | $3,166+96.3% | $5,287+17.6% |
| Admin fee / account holder | $10,641 | $8,076+31.8% | $5,666+87.8% | $10,133+5.0% |