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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 | $172,986 | $95,453+81.2% | $112,040+54.4% | $82,448+109.8% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.5%-17.7pp | 68.1%-9.2pp |
| Annual return | 16.24% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,933 | $2,318+26.6% | $2,954-0.7% | $2,551+15.0% |
| Participant deferral / active EE | $4,994 | $4,224+18.2% | $5,098-2.0% | $4,139+20.6% |
| Admin fee / account holder | $3,647 | $9,013-59.5% | $12,098-69.9% | $7,234-49.6% |