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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 | $182,698 | $74,535+145.1% | $100,712+81.4% | $82,637+121.1% |
| Participation rate | 52.5% | 61.2%-8.7pp | 69.3%-16.8pp | 68.1%-15.6pp |
| Annual return | 15.18% | 18.92%-3.7pp | 33.27%-18.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,647 | $1,503+9.6% | $2,313-28.8% | $2,552-35.5% |
| Participant deferral / active EE | $4,260 | $3,074+38.6% | $4,085+4.3% | $4,126+3.3% |
| Admin fee / account holder | $9,465 | $6,576+43.9% | $9,256+2.3% | $7,339+29.0% |