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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 | $150,646 | $68,681+119.3% | $86,615+73.9% | $85,847+75.5% |
| Participation rate | 47.7% | 66.4%-18.6pp | 71.6%-23.9pp | 69.3%-21.6pp |
| Annual return | 19.41% | 20.12%-0.7pp | 63.51%-44.1pp | 318.61%-299.2pp |
| Employer contribution / active EE | $1,470 | $1,880-21.8% | $2,496-41.1% | $2,565-42.7% |
| Participant deferral / active EE | $3,416 | $2,919+17.0% | $3,699-7.6% | $3,952-13.6% |
| Admin fee / account holder | $5,355 | $5,974-10.4% | $5,830-8.1% | $6,261-14.5% |