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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 | $148,072 | $93,589+58.2% | $135,942+8.9% | $75,181+97.0% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 16.72% | 30.90%-14.2pp | 68.28%-51.6pp | 160.69%-144.0pp |
| Employer contribution / active EE | $1,319 | $3,537-62.7% | $4,858-72.8% | $2,671-50.6% |
| Participant deferral / active EE | $4,927 | $6,405-23.1% | $7,759-36.5% | $4,126+19.4% |
| Admin fee / account holder | $4,232 | $6,977-39.3% | $10,764-60.7% | $5,650-25.1% |