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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 | $173,924 | $106,749+62.9% | $145,433+19.6% | $82,448+111.0% |
| Participation rate | 62.1% | 75.6%-13.6pp | 82.1%-20.1pp | 68.1%-6.0pp |
| Annual return | 17.14% | 27.59%-10.5pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,887 | $3,444-16.2% | $4,554-36.6% | $2,551+13.2% |
| Participant deferral / active EE | $10,202 | $6,519+56.5% | $7,897+29.2% | $4,139+146.5% |
| Admin fee / account holder | $7,407 | $8,390-11.7% | $13,129-43.6% | $7,234+2.4% |