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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 | $150,198 | $106,749+40.7% | $145,433+3.3% | $82,448+82.2% |
| Participation rate | 60.6% | 75.6%-15.0pp | 82.1%-21.5pp | 68.1%-7.5pp |
| Annual return | 14.87% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,708 | $3,444-21.4% | $4,554-40.5% | $2,551+6.1% |
| Participant deferral / active EE | $3,361 | $6,519-48.4% | $7,897-57.4% | $4,139-18.8% |
| Admin fee / account holder | $10,769 | $8,390+28.4% | $13,129-18.0% | $7,234+48.9% |