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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 | $106,524+63.3% | $152,301+14.2% | $87,485+98.8% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.4%-20.4pp | 68.9%-6.9pp |
| Annual return | 17.14% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,887 | $3,371-14.4% | $4,624-37.6% | $2,596+11.2% |
| Participant deferral / active EE | $10,202 | $6,525+56.4% | $8,004+27.5% | $4,274+138.7% |
| Admin fee / account holder | $7,407 | $8,287-10.6% | $14,398-48.6% | $7,775-4.7% |