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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 | $165,279 | $74,535+121.7% | $100,712+64.1% | $82,637+100.0% |
| Participation rate | 52.0% | 61.2%-9.2pp | 69.3%-17.3pp | 68.1%-16.1pp |
| Annual return | 17.37% | 18.92%-1.6pp | 33.27%-15.9pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,415 | $1,503+60.7% | $2,313+4.4% | $2,552-5.4% |
| Participant deferral / active EE | $6,546 | $3,074+113.0% | $4,085+60.2% | $4,126+58.6% |
| Admin fee / account holder | $1,775 | $6,576-73.0% | $9,256-80.8% | $7,339-75.8% |