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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 | $100,194+52.7% | $122,979+24.4% | $86,983+75.9% |
| Participation rate | 65.5% | 73.0%-7.5pp | 77.2%-11.7pp | 69.5%-4.0pp |
| Annual return | 17.21% | 16.47%+0.7pp | 20.12%-2.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $2,049 | $2,326-11.9% | $3,062-33.1% | $2,584-20.7% |
| Participant deferral / active EE | $4,218 | $4,133+2.1% | $5,003-15.7% | $4,194+0.6% |
| Admin fee / account holder | $32,164 | $10,148+217.0% | $12,864+150.0% | $7,856+309.4% |