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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 | $156,514 | $76,407+104.8% | $150,298+4.1% | $82,448+89.8% |
| Participation rate | 57.7% | 66.4%-8.7pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 13.49% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,640 | $2,614-37.3% | $4,154-60.5% | $2,551-35.7% |
| Participant deferral / active EE | $4,003 | $3,214+24.5% | $5,453-26.6% | $4,139-3.3% |
| Admin fee / account holder | $4,917 | $6,352-22.6% | $14,116-65.2% | $7,234-32.0% |