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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 | $144,341 | $115,225+25.3% | $100,712+43.3% | $138,895+3.9% |
| Participation rate | 44.4% | 74.3%-29.9pp | 69.3%-24.8pp | 79.9%-35.5pp |
| Annual return | 17.32% | 40.35%-23.0pp | 33.27%-15.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,862 | $2,771-32.8% | $2,313-19.5% | $4,194-55.6% |
| Participant deferral / active EE | $4,749 | $4,699+1.1% | $4,085+16.3% | $6,396-25.8% |
| Admin fee / account holder | $470 | $10,844-95.7% | $9,256-94.9% | $12,562-96.3% |