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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 | $150,277 | $110,137+36.4% | $161,149-6.7% | $82,637+81.9% |
| Participation rate | 64.5% | 72.4%-7.8pp | 78.8%-14.3pp | 68.1%-3.5pp |
| Annual return | 14.12% | 20.69%-6.6pp | 21.16%-7.0pp | 53.51%-39.4pp |
| Employer contribution / active EE | $2,440 | $2,856-14.6% | $4,360-44.0% | $2,552-4.4% |
| Participant deferral / active EE | $4,226 | $4,575-7.6% | $6,153-31.3% | $4,126+2.4% |
| Admin fee / account holder | $5,657 | $9,467-40.2% | $15,194-62.8% | $7,339-22.9% |