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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 | $161,072 | $112,729+42.9% | $98,716+63.2% | $137,256+17.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 10.24% | 38.48%-28.2pp | 31.81%-21.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,302 | $2,725-15.5% | $2,279+1.0% | $4,156-44.6% |
| Participant deferral / active EE | $7,406 | $4,640+59.6% | $4,048+83.0% | $6,407+15.6% |
| Admin fee / account holder | $1,084 | $10,129-89.3% | $8,703-87.5% | $12,270-91.2% |