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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 | $73,787+124.2% | $98,716+67.5% | $82,448+100.6% |
| Participation rate | 58.5% | 61.4%-2.9pp | 69.3%-10.8pp | 68.1%-9.5pp |
| Annual return | 16.39% | 18.57%-2.2pp | 31.81%-15.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,172 | $1,511+43.8% | $2,279-4.7% | $2,551-14.8% |
| Participant deferral / active EE | $6,751 | $3,081+119.1% | $4,048+66.8% | $4,139+63.1% |
| Admin fee / account holder | $2,108 | $6,500-67.6% | $8,703-75.8% | $7,234-70.9% |