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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 | $151,676 | $69,444+118.4% | $92,985+63.1% | $87,485+73.4% |
| Participation rate | 55.9% | 63.3%-7.4pp | 69.5%-13.6pp | 68.9%-13.0pp |
| Annual return | 18.53% | 23.85%-5.3pp | 27.99%-9.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,719 | $1,917-10.4% | $2,662-35.4% | $2,596-33.8% |
| Participant deferral / active EE | $3,787 | $3,364+12.6% | $4,377-13.5% | $4,274-11.4% |
| Admin fee / account holder | $4,404 | $6,137-28.2% | $9,463-53.5% | $7,775-43.4% |