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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 | $147,001 | $81,358+80.7% | $155,556-5.5% | $80,959+81.6% |
| Participation rate | 30.4% | 66.3%-35.9pp | 78.2%-47.9pp | 67.7%-37.3pp |
| Annual return | 14.42% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,834 | $3,106-8.8% | $4,675-39.4% | $2,757+2.8% |
| Participant deferral / active EE | $4,723 | $3,455+36.7% | $5,631-16.1% | $4,300+9.8% |
| Admin fee / account holder | $6,411 | $7,994-19.8% | $15,885-59.6% | $6,925-7.4% |