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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 | $154,299 | $138,386+11.5% | $184,260-16.3% | $80,935+90.6% |
| Participation rate | 60.7% | 83.9%-23.2pp | 86.8%-26.1pp | 67.7%-6.9pp |
| Annual return | 12.95% | 20.02%-7.1pp | 28.84%-15.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $3,769 | $4,851-22.3% | $6,427-41.4% | $2,757+36.7% |
| Participant deferral / active EE | $9,371 | $7,076+32.4% | $9,133+2.6% | $4,299+118.0% |
| Admin fee / account holder | $22,694 | $10,489+116.4% | $13,898+63.3% | $6,924+227.7% |