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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 | $74,535+124.2% | $100,712+65.9% | $82,637+102.2% |
| Participation rate | 39.0% | 61.2%-22.2pp | 69.3%-30.3pp | 68.1%-29.0pp |
| Annual return | 15.63% | 18.92%-3.3pp | 33.27%-17.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,809 | $1,503+20.4% | $2,313-21.8% | $2,552-29.1% |
| Participant deferral / active EE | $4,178 | $3,074+35.9% | $4,085+2.3% | $4,126+1.3% |
| Admin fee / account holder | $1,428 | $6,576-78.3% | $9,256-84.6% | $7,339-80.5% |