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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 | $147,825 | $114,712+28.9% | $173,730-14.9% | $87,485+69.0% |
| Participation rate | 65.4% | 73.0%-7.6pp | 79.6%-14.2pp | 68.9%-3.5pp |
| Annual return | 14.29% | 20.18%-5.9pp | 19.96%-5.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,852 | $2,904-36.2% | $4,577-59.5% | $2,596-28.7% |
| Participant deferral / active EE | $5,594 | $4,642+20.5% | $6,326-11.6% | $4,274+30.9% |
| Admin fee / account holder | $1,372 | $10,210-86.6% | $17,523-92.2% | $7,775-82.4% |