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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 | $152,981 | $97,550+56.8% | $120,344+27.1% | $87,485+74.9% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.7%-11.2pp | 68.9%-3.4pp |
| Annual return | 17.21% | 18.41%-1.2pp | 20.30%-3.1pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,049 | $2,291-10.5% | $3,020-32.2% | $2,596-21.1% |
| Participant deferral / active EE | $4,218 | $4,230-0.3% | $5,135-17.9% | $4,274-1.3% |
| Admin fee / account holder | $32,164 | $9,543+237.1% | $12,742+152.4% | $7,775+313.7% |