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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 | $81,276+80.9% | $155,574-5.5% | $80,925+81.7% |
| Participation rate | 30.4% | 66.2%-35.9pp | 78.2%-47.9pp | 67.7%-37.3pp |
| Annual return | 14.42% | 33.36%-18.9pp | 64.87%-50.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $2,834 | $3,103-8.7% | $4,676-39.4% | $2,756+2.8% |
| Participant deferral / active EE | $4,723 | $3,453+36.8% | $5,629-16.1% | $4,299+9.9% |
| Admin fee / account holder | $6,411 | $7,993-19.8% | $15,914-59.7% | $6,940-7.6% |