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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 | $196,156 | $100,194+95.8% | $122,979+59.5% | $86,983+125.5% |
| Participation rate | 69.2% | 73.0%-3.7pp | 77.2%-8.0pp | 69.5%-0.3pp |
| Annual return | 18.96% | 16.47%+2.5pp | 20.12%-1.2pp | 25.83%-6.9pp |
| Employer contribution / active EE | $678 | $2,326-70.9% | $3,062-77.9% | $2,584-73.8% |
| Participant deferral / active EE | $3,969 | $4,133-4.0% | $5,003-20.7% | $4,194-5.4% |
| Admin fee / account holder | $2,179 | $10,148-78.5% | $12,864-83.1% | $7,856-72.3% |