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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 | $167,119 | $73,787+126.5% | $98,716+69.3% | $82,448+102.7% |
| Participation rate | 39.0% | 61.4%-22.4pp | 69.3%-30.3pp | 68.1%-29.0pp |
| Annual return | 15.63% | 18.57%-2.9pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,809 | $1,511+19.7% | $2,279-20.6% | $2,551-29.1% |
| Participant deferral / active EE | $4,178 | $3,081+35.6% | $4,048+3.2% | $4,139+0.9% |
| Admin fee / account holder | $1,428 | $6,500-78.0% | $8,703-83.6% | $7,234-80.3% |