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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 | $126,661+19.3% | $113,397+33.3% | $138,895+8.8% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 18.09% | 25.05%-7.0pp | 23.20%-5.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,860 | $3,456-17.3% | $2,977-3.9% | $4,194-31.8% |
| Participant deferral / active EE | $6,866 | $5,693+20.6% | $5,076+35.2% | $6,396+7.3% |
| Admin fee / account holder | $6,998 | $14,549-51.9% | $11,957-41.5% | $12,562-44.3% |