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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 | $106,864+62.8% | $147,318+18.1% | $82,637+110.5% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.1%-20.0pp | 68.1%-6.0pp |
| Annual return | 17.14% | 27.49%-10.4pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,887 | $3,417-15.5% | $4,593-37.1% | $2,552+13.1% |
| Participant deferral / active EE | $10,202 | $6,496+57.1% | $7,906+29.0% | $4,126+147.2% |
| Admin fee / account holder | $7,407 | $8,415-12.0% | $13,708-46.0% | $7,339+0.9% |