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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 | $155,816 | $81,446+91.3% | $103,374+50.7% | $80,874+92.7% |
| Participation rate | 24.1% | 66.9%-42.8pp | 74.5%-50.5pp | 67.6%-43.6pp |
| Annual return | 16.91% | 25.57%-8.7pp | 24.89%-8.0pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,666 | $3,107-46.4% | $3,869-56.9% | $2,756-39.5% |
| Participant deferral / active EE | $2,622 | $3,870-32.2% | $5,058-48.2% | $4,297-39.0% |
| Admin fee / account holder | $14,778 | $6,715+120.1% | $8,394+76.0% | $6,935+113.1% |