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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 | $108,825+38.1% | $156,181-3.8% | $82,448+82.3% |
| Participation rate | 64.5% | 72.4%-7.9pp | 78.8%-14.3pp | 68.1%-3.6pp |
| Annual return | 14.12% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,440 | $2,870-15.0% | $4,294-43.2% | $2,551-4.4% |
| Participant deferral / active EE | $4,226 | $4,577-7.7% | $6,132-31.1% | $4,139+2.1% |
| Admin fee / account holder | $5,657 | $9,341-39.4% | $14,586-61.2% | $7,234-21.8% |