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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 | $155,802 | $57,140+172.7% | $85,240+82.8% | $80,959+92.4% |
| Participation rate | 22.6% | 56.4%-33.8pp | 67.5%-44.9pp | 67.7%-45.0pp |
| Annual return | 13.47% | 21.71%-8.2pp | 66.75%-53.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,053 | $1,802+13.9% | $2,735-24.9% | $2,757-25.5% |
| Participant deferral / active EE | $3,618 | $3,115+16.2% | $4,527-20.1% | $4,300-15.9% |
| Admin fee / account holder | $3,749 | $4,992-24.9% | $6,165-39.2% | $6,925-45.9% |