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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 | $152,862 | $100,194+52.6% | $122,979+24.3% | $86,983+75.7% |
| Participation rate | 65.7% | 73.0%-7.3pp | 77.2%-11.5pp | 69.5%-3.8pp |
| Annual return | 19.33% | 16.47%+2.9pp | 20.12%-0.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $2,458 | $2,326+5.7% | $3,062-19.7% | $2,584-4.9% |
| Participant deferral / active EE | $5,070 | $4,133+22.7% | $5,003+1.3% | $4,194+20.9% |
| Admin fee / account holder | $8,655 | $10,148-14.7% | $12,864-32.7% | $7,856+10.2% |