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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 | $158,535 | $112,729+40.6% | $98,716+60.6% | $137,256+15.5% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.3%-15.4pp | 80.0%-26.1pp |
| Annual return | 14.37% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,975 | $2,725-27.5% | $2,279-13.3% | $4,156-52.5% |
| Participant deferral / active EE | $6,726 | $4,640+45.0% | $4,048+66.2% | $6,407+5.0% |
| Admin fee / account holder | $1,820 | $10,129-82.0% | $8,703-79.1% | $12,270-85.2% |