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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 | $154,761 | $124,980+23.8% | $108,359+42.8% | $154,7460% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 17.13% | 45.00%-27.9pp | 36.89%-19.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,585 | $2,851-44.4% | $2,399-33.9% | $4,379-63.8% |
| Participant deferral / active EE | $4,022 | $4,743-15.2% | $4,137-2.8% | $6,730-40.2% |
| Admin fee / account holder | $15,344 | $11,502+33.4% | $9,741+57.5% | $14,365+6.8% |