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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 | $148,501 | $101,795+45.9% | $165,100-10.1% | $80,959+83.4% |
| Participation rate | 45.0% | 71.8%-26.8pp | 78.6%-33.6pp | 67.7%-22.7pp |
| Annual return | 12.37% | 16.73%-4.4pp | 70.21%-57.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,397 | $2,954-52.7% | $4,348-67.9% | $2,757-49.3% |
| Participant deferral / active EE | $3,812 | $4,476-14.8% | $6,035-36.8% | $4,300-11.4% |
| Admin fee / account holder | $876 | $8,221-89.3% | $12,696-93.1% | $6,925-87.3% |