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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 | $72,607+114.1% | $90,259+72.2% | $87,485+77.7% |
| Participation rate | 37.8% | 64.8%-27.0pp | 70.7%-32.9pp | 68.9%-31.1pp |
| Annual return | 15.08% | 18.59%-3.5pp | 18.88%-3.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,729 | $1,919-9.9% | $2,291-24.6% | $2,596-33.4% |
| Participant deferral / active EE | $3,704 | $3,055+21.3% | $3,827-3.2% | $4,274-13.3% |
| Admin fee / account holder | $7,544 | $5,947+26.9% | $7,267+3.8% | $7,775-3.0% |