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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 | $136,963 | $67,602+102.6% | $82,312+66.4% | $70,126+95.3% |
| Participation rate | 66.0% | 72.8%-6.7pp | 76.9%-10.9pp | 69.5%-3.5pp |
| Annual return | 17.70% | 21.57%-3.9pp | 25.88%-8.2pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,821 | $1,755+3.7% | $2,428-25.0% | $2,343-22.3% |
| Participant deferral / active EE | $3,144 | $2,987+5.3% | $3,706-15.2% | $3,332-5.6% |
| Admin fee / account holder | $837 | $4,512-81.5% | $5,608-85.1% | $4,645-82.0% |