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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 | $137,060 | $77,574+76.7% | $108,753+26.0% | $86,983+57.6% |
| Participation rate | 52.4% | 62.3%-9.9pp | 71.1%-18.7pp | 69.5%-17.2pp |
| Annual return | 18.33% | 18.42%-0.1pp | 37.47%-19.1pp | 25.83%-7.5pp |
| Employer contribution / active EE | $2,181 | $1,611+35.4% | $2,427-10.1% | $2,584-15.6% |
| Participant deferral / active EE | $3,392 | $3,128+8.4% | $4,115-17.6% | $4,194-19.1% |
| Admin fee / account holder | $1,148 | $6,529-82.4% | $10,320-88.9% | $7,856-85.4% |