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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 | $171,803 | $138,312+24.2% | $122,979+39.7% | $155,188+10.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 8.16% | 22.06%-13.9pp | 20.12%-12.0pp | 148.84%-140.7pp |
| Employer contribution / active EE | $2,806 | $3,530-20.5% | $3,062-8.4% | $4,248-34.0% |
| Participant deferral / active EE | $5,609 | $5,592+0.3% | $5,003+12.1% | $6,531-14.1% |
| Admin fee / account holder | $1,102 | $15,089-92.7% | $12,864-91.4% | $14,480-92.4% |