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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 | $171,384 | $95,453+79.5% | $112,040+53.0% | $82,448+107.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 16.38% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,934 | $2,318-16.6% | $2,954-34.5% | $2,551-24.2% |
| Participant deferral / active EE | $2,994 | $4,224-29.1% | $5,098-41.3% | $4,139-27.7% |
| Admin fee / account holder | $23,466 | $9,013+160.3% | $12,098+94.0% | $7,234+224.4% |