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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 | $156,566 | $126,661+23.6% | $113,397+38.1% | $138,895+12.7% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.5%-8.1pp | 79.9%-11.5pp |
| Annual return | 10.21% | 25.05%-14.8pp | 23.20%-13.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,334 | $3,456-32.5% | $2,977-21.6% | $4,194-44.4% |
| Participant deferral / active EE | $3,723 | $5,693-34.6% | $5,076-26.7% | $6,396-41.8% |
| Admin fee / account holder | $2,581 | $14,549-82.3% | $11,957-78.4% | $12,562-79.5% |