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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 | $150,763 | $114,712+31.4% | $173,730-13.2% | $87,485+72.3% |
| Participation rate | 57.1% | 73.0%-15.9pp | 79.6%-22.4pp | 68.9%-11.8pp |
| Annual return | 14.76% | 20.18%-5.4pp | 19.96%-5.2pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,404 | $2,904+17.2% | $4,577-25.6% | $2,596+31.1% |
| Participant deferral / active EE | $7,509 | $4,642+61.8% | $6,326+18.7% | $4,274+75.7% |
| Admin fee / account holder | $13,862 | $10,210+35.8% | $17,523-20.9% | $7,775+78.3% |