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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 | $165,180 | $123,793+33.4% | $177,848-7.1% | $79,856+106.8% |
| Participation rate | 57.6% | 84.7%-27.1pp | 87.7%-30.1pp | 69.6%-12.1pp |
| Annual return | 22.50% | 22.82%-0.3pp | 48.33%-25.8pp | 31.71%-9.2pp |
| Employer contribution / active EE | $2,366 | $4,095-42.2% | $5,919-60.0% | $2,471-4.3% |
| Participant deferral / active EE | $5,350 | $5,956-10.2% | $7,714-30.6% | $3,741+43.0% |
| Admin fee / account holder | $6,054 | $7,243-16.4% | $12,431-51.3% | $5,306+14.1% |