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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 | $180,715 | $124,980+44.6% | $108,359+66.8% | $154,746+16.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 8.65% | 45.00%-36.3pp | 36.89%-28.2pp | 172.34%-163.7pp |
| Employer contribution / active EE | $2,760 | $2,851-3.2% | $2,399+15.0% | $4,379-37.0% |
| Participant deferral / active EE | $6,985 | $4,743+47.3% | $4,137+68.8% | $6,730+3.8% |
| Admin fee / account holder | $2,764 | $11,502-76.0% | $9,741-71.6% | $14,365-80.8% |