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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 | $57,061+173.0% | $85,063+83.2% | $80,911+92.6% |
| Participation rate | 22.6% | 56.3%-33.7pp | 67.5%-44.9pp | 67.6%-45.0pp |
| Annual return | 13.47% | 21.66%-8.2pp | 66.54%-53.1pp | 35.63%-22.2pp |
| Employer contribution / active EE | $2,053 | $1,799+14.1% | $2,727-24.7% | $2,756-25.5% |
| Participant deferral / active EE | $3,618 | $3,110+16.3% | $4,523-20.0% | $4,297-15.8% |
| Admin fee / account holder | $3,749 | $4,986-24.8% | $6,155-39.1% | $6,935-45.9% |