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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 | $155,468 | $75,720+105.3% | $90,312+72.1% | $86,983+78.7% |
| Participation rate | 37.8% | 66.3%-28.4pp | 72.9%-35.1pp | 69.5%-31.7pp |
| Annual return | 15.08% | 18.55%-3.5pp | 18.90%-3.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,729 | $1,945-11.1% | $2,243-22.9% | $2,584-33.1% |
| Participant deferral / active EE | $3,704 | $3,001+23.4% | $3,749-1.2% | $4,194-11.7% |
| Admin fee / account holder | $7,544 | $6,201+21.7% | $8,248-8.5% | $7,856-4.0% |