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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 | $151,123 | $124,425+21.5% | $112,040+34.9% | $137,256+10.1% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 18.09% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,860 | $3,411-16.2% | $2,954-3.2% | $4,156-31.2% |
| Participant deferral / active EE | $6,866 | $5,718+20.1% | $5,098+34.7% | $6,407+7.2% |
| Admin fee / account holder | $6,998 | $15,207-54.0% | $12,098-42.2% | $12,270-43.0% |