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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 | $155,220 | $86,940+78.5% | $102,434+51.5% | $80,935+91.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 12.22% | 18.89%-6.7pp | 29.46%-17.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,534 | $2,370-35.3% | $3,023-49.3% | $2,757-44.4% |
| Participant deferral / active EE | $5,373 | $4,121+30.4% | $5,055+6.3% | $4,299+25.0% |
| Admin fee / account holder | $2,467 | $8,047-69.3% | $9,462-73.9% | $6,924-64.4% |