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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 | $149,504 | $76,551+95.3% | $123,894+20.7% | $62,881+137.8% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 6.69% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,136 | $2,882-25.9% | $4,617-53.7% | $2,281-6.4% |
| Participant deferral / active EE | $5,398 | $4,840+11.5% | $5,984-9.8% | $3,203+68.5% |
| Admin fee / account holder | $1,468 | $4,826-69.6% | $8,357-82.4% | $4,296-65.8% |