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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 | $67,894+129.0% | $89,340+74.0% | $82,448+88.6% |
| Participation rate | 37.8% | 64.0%-26.2pp | 69.6%-31.7pp | 68.1%-30.2pp |
| Annual return | 15.08% | 19.21%-4.1pp | 20.57%-5.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,729 | $1,828-5.4% | $2,231-22.5% | $2,551-32.2% |
| Participant deferral / active EE | $3,704 | $3,072+20.6% | $3,823-3.1% | $4,139-10.5% |
| Admin fee / account holder | $7,544 | $5,723+31.8% | $6,704+12.5% | $7,234+4.3% |