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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 | $152,342 | $115,931+31.4% | $185,441-17.8% | $86,983+75.1% |
| Participation rate | 56.3% | 73.6%-17.4pp | 80.3%-24.0pp | 69.5%-13.3pp |
| Annual return | 13.22% | 21.47%-8.2pp | 20.16%-6.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $2,092 | $2,937-28.8% | $4,672-55.2% | $2,584-19.0% |
| Participant deferral / active EE | $4,264 | $4,551-6.3% | $6,152-30.7% | $4,194+1.7% |
| Admin fee / account holder | $11,586 | $10,687+8.4% | $17,890-35.2% | $7,856+47.5% |