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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 | $150,277 | $115,931+29.6% | $185,441-19.0% | $86,983+72.8% |
| Participation rate | 64.5% | 73.6%-9.1pp | 80.3%-15.7pp | 69.5%-5.0pp |
| Annual return | 14.12% | 21.47%-7.3pp | 20.16%-6.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $2,440 | $2,937-16.9% | $4,672-47.8% | $2,584-5.6% |
| Participant deferral / active EE | $4,226 | $4,551-7.1% | $6,152-31.3% | $4,194+0.8% |
| Admin fee / account holder | $5,657 | $10,687-47.1% | $17,890-68.4% | $7,856-28.0% |