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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 | $159,277 | $91,019+75.0% | $392,568-59.4% | $72,983+118.2% |
| Participation rate | 51.7% | 74.4%-22.6pp | 78.1%-26.3pp | 69.5%-17.8pp |
| Annual return | 17.89% | 20.00%-2.1pp | 24.42%-6.5pp | 81.01%-63.1pp |
| Employer contribution / active EE | $2,622 | $2,751-4.7% | $3,783-30.7% | $2,440+7.4% |
| Participant deferral / active EE | $7,096 | $4,570+55.3% | $5,985+18.6% | $3,608+96.7% |
| Admin fee / account holder | $2,702 | $4,895-44.8% | $6,260-56.8% | $5,124-47.3% |