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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 | $155,047 | $123,155+25.9% | $108,753+42.6% | $155,188-0.1% |
| Participation rate | 20.0% | 75.6%-55.6pp | 71.1%-51.1pp | 80.8%-60.8pp |
| Annual return | 15.64% | 44.73%-29.1pp | 37.47%-21.8pp | 148.84%-133.2pp |
| Employer contribution / active EE | $813 | $2,811-71.1% | $2,427-66.5% | $4,248-80.9% |
| Participant deferral / active EE | $2,730 | $4,623-41.0% | $4,115-33.7% | $6,531-58.2% |
| Admin fee / account holder | $748 | $12,126-93.8% | $10,320-92.8% | $14,480-94.8% |