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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 | $147,124 | $86,050+71.0% | $189,758-22.5% | $94,015+56.5% |
| Participation rate | 64.3% | 68.9%-4.6pp | 79.8%-15.5pp | 70.8%-6.5pp |
| Annual return | 16.25% | 17.77%-1.5pp | 52.62%-36.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $2,749 | $2,819-2.5% | $4,767-42.3% | $2,790-1.5% |
| Participant deferral / active EE | $4,553 | $3,349+36.0% | $5,856-22.2% | $4,249+7.1% |
| Admin fee / account holder | $3,278 | $6,627-50.5% | $20,388-83.9% | $8,951-63.4% |