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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 | $147,124 | $76,407+92.6% | $150,298-2.1% | $82,448+78.4% |
| Participation rate | 64.3% | 66.4%-2.1pp | 77.8%-13.5pp | 68.1%-3.8pp |
| Annual return | 16.25% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,749 | $2,614+5.1% | $4,154-33.8% | $2,551+7.7% |
| Participant deferral / active EE | $4,553 | $3,214+41.7% | $5,453-16.5% | $4,139+10.0% |
| Admin fee / account holder | $3,278 | $6,352-48.4% | $14,116-76.8% | $7,234-54.7% |