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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 | $149,715 | $114,712+30.5% | $173,730-13.8% | $87,485+71.1% |
| Participation rate | 62.3% | 73.0%-10.7pp | 79.6%-17.3pp | 68.9%-6.6pp |
| Annual return | 15.43% | 20.18%-4.8pp | 19.96%-4.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,545 | $2,904-46.8% | $4,577-66.2% | $2,596-40.5% |
| Participant deferral / active EE | $4,938 | $4,642+6.4% | $6,326-21.9% | $4,274+15.6% |
| Admin fee / account holder | $17,768 | $10,210+74.0% | $17,523+1.4% | $7,775+128.5% |