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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 | $146,669 | $95,453+53.7% | $112,040+30.9% | $82,448+77.9% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.5%-7.9pp | 68.1%+0.5pp |
| Annual return | 14.76% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,394 | $2,318+3.3% | $2,954-18.9% | $2,551-6.1% |
| Participant deferral / active EE | $7,522 | $4,224+78.1% | $5,098+47.6% | $4,139+81.7% |
| Admin fee / account holder | $9,504 | $9,013+5.4% | $12,098-21.4% | $7,234+31.4% |