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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 | $95,404+56.3% | $113,397+31.5% | $82,637+80.4% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.5%-7.1pp | 68.1%+1.3pp |
| Annual return | 16.71% | 19.08%-2.4pp | 23.20%-6.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $911 | $2,307-60.5% | $2,977-69.4% | $2,552-64.3% |
| Participant deferral / active EE | $4,598 | $4,220+9.0% | $5,076-9.4% | $4,126+11.4% |
| Admin fee / account holder | $4,219 | $9,168-54.0% | $11,957-64.7% | $7,339-42.5% |