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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 | $157,787 | $77,814+102.8% | $158,223-0.3% | $86,983+81.4% |
| Participation rate | 64.3% | 68.4%-4.1pp | 79.2%-14.9pp | 69.5%-5.3pp |
| Annual return | 15.83% | 30.54%-14.7pp | 52.09%-36.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $3,072 | $2,592+18.5% | $4,109-25.2% | $2,584+18.9% |
| Participant deferral / active EE | $6,460 | $3,270+97.6% | $5,467+18.2% | $4,194+54.0% |
| Admin fee / account holder | $2,798 | $5,879-52.4% | $16,047-82.6% | $7,856-64.4% |