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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 | $150,789 | $56,110+168.7% | $94,993+58.7% | $70,126+115.0% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.9%-23.9pp | 69.5%-19.5pp |
| Annual return | 15.13% | 51.02%-35.9pp | 27.14%-12.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,576 | $1,442+9.3% | $2,603-39.4% | $2,343-32.7% |
| Participant deferral / active EE | $3,454 | $2,391+44.5% | $3,317+4.1% | $3,332+3.7% |
| Admin fee / account holder | $1,943 | $3,456-43.8% | $4,960-60.8% | $4,645-58.2% |