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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 | $149,053 | $93,598+59.2% | $135,974+9.6% | $75,173+98.3% |
| Participation rate | 65.9% | 75.2%-9.3pp | 81.9%-16.1pp | 67.2%-1.4pp |
| Annual return | 16.16% | 30.89%-14.7pp | 68.30%-52.1pp | 160.72%-144.6pp |
| Employer contribution / active EE | $3,183 | $3,538-10.0% | $4,859-34.5% | $2,671+19.2% |
| Participant deferral / active EE | $6,209 | $6,405-3.1% | $7,760-20.0% | $4,126+50.5% |
| Admin fee / account holder | $3,801 | $6,978-45.5% | $10,767-64.7% | $5,651-32.7% |