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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 | $165,398 | $76,834+115.3% | $108,359+52.6% | $87,485+89.1% |
| Participation rate | 58.5% | 61.7%-3.2pp | 70.1%-11.6pp | 68.9%-10.4pp |
| Annual return | 16.39% | 19.09%-2.7pp | 36.89%-20.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,172 | $1,556+39.6% | $2,399-9.5% | $2,596-16.3% |
| Participant deferral / active EE | $6,751 | $3,100+117.8% | $4,137+63.2% | $4,274+58.0% |
| Admin fee / account holder | $2,108 | $6,537-67.7% | $9,741-78.4% | $7,775-72.9% |