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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 | $153,147 | $118,488+29.3% | $98,462+55.5% | $139,487+9.8% |
| Participation rate | 44.4% | 77.5%-33.0pp | 75.2%-30.7pp | 80.3%-35.9pp |
| Annual return | 16.62% | 18.96%-2.3pp | 21.17%-4.6pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,873 | $3,611-20.4% | $3,049-5.8% | $4,755-39.6% |
| Participant deferral / active EE | $5,933 | $5,393+10.0% | $4,738+25.2% | $6,713-11.6% |
| Admin fee / account holder | $1,029 | $13,868-92.6% | $8,875-88.4% | $11,407-91.0% |