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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 | $149,076 | $100,194+48.8% | $122,979+21.2% | $86,983+71.4% |
| Participation rate | 69.4% | 73.0%-3.6pp | 77.2%-7.8pp | 69.5%-0.2pp |
| Annual return | 16.71% | 16.47%+0.2pp | 20.12%-3.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $911 | $2,326-60.8% | $3,062-70.2% | $2,584-64.7% |
| Participant deferral / active EE | $4,598 | $4,133+11.2% | $5,003-8.1% | $4,194+9.6% |
| Admin fee / account holder | $4,219 | $10,148-58.4% | $12,864-67.2% | $7,856-46.3% |