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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 | $179,452 | $153,769+16.7% | $133,975+33.9% | $273,972-34.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 5.88% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $3,292 | $6,029-45.4% | $5,211-36.8% | $4,869-32.4% |
| Participant deferral / active EE | $7,901 | $6,958+13.5% | $6,282+25.8% | $5,287+49.4% |
| Admin fee / account holder | $892 | $11,765-92.4% | $9,324-90.4% | $10,133-91.2% |