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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 | $146,456 | $79,894+83.3% | $135,792+7.9% | $82,637+77.2% |
| Participation rate | 61.0% | 63.0%-2.0pp | 72.6%-11.6pp | 68.1%-7.1pp |
| Annual return | 17.80% | 17.20%+0.6pp | 25.96%-8.2pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,235 | $2,165-43.0% | $3,496-64.7% | $2,552-51.6% |
| Participant deferral / active EE | $4,268 | $3,194+33.6% | $4,759-10.3% | $4,126+3.4% |
| Admin fee / account holder | $3,274 | $6,434-49.1% | $12,266-73.3% | $7,339-55.4% |