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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 | $152,862 | $97,550+56.7% | $120,344+27.0% | $87,485+74.7% |
| Participation rate | 65.7% | 72.8%-7.1pp | 76.7%-11.0pp | 68.9%-3.2pp |
| Annual return | 19.33% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,458 | $2,291+7.3% | $3,020-18.6% | $2,596-5.3% |
| Participant deferral / active EE | $5,070 | $4,230+19.9% | $5,135-1.3% | $4,274+18.6% |
| Admin fee / account holder | $8,655 | $9,543-9.3% | $12,742-32.1% | $7,775+11.3% |