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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 | $152,191 | $162,821-6.5% | $133,978+13.6% | $158,982-4.3% |
| Participation rate | 38.5% | 83.2%-44.8pp | 79.8%-41.4pp | 82.0%-43.5pp |
| Annual return | 16.70% | 41.95%-25.2pp | 45.10%-28.4pp | 302.99%-286.3pp |
| Employer contribution / active EE | $4,109 | $4,976-17.4% | $3,919+4.8% | $4,763-13.7% |
| Participant deferral / active EE | $2,468 | $5,910-58.2% | $5,047-51.1% | $5,983-58.8% |
| Admin fee / account holder | $1,343 | $11,742-88.6% | $8,930-85.0% | $11,252-88.1% |