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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 | $97,550+50.4% | $120,344+21.9% | $87,485+67.7% |
| Participation rate | 68.6% | 72.8%-4.3pp | 76.7%-8.1pp | 68.9%-0.4pp |
| Annual return | 14.76% | 18.41%-3.7pp | 20.30%-5.5pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,394 | $2,291+4.5% | $3,020-20.7% | $2,596-7.8% |
| Participant deferral / active EE | $7,522 | $4,230+77.8% | $5,135+46.5% | $4,274+76.0% |
| Admin fee / account holder | $9,504 | $9,543-0.4% | $12,742-25.4% | $7,775+22.2% |