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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 | $151,058 | $99,633+51.6% | $183,328-17.6% | $82,448+83.2% |
| Participation rate | 48.5% | 70.8%-22.3pp | 77.3%-28.9pp | 68.1%-19.6pp |
| Annual return | 15.81% | 17.84%-2.0pp | 29.67%-13.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,581 | $3,256-20.7% | $5,055-48.9% | $2,551+1.2% |
| Participant deferral / active EE | $4,030 | $4,938-18.4% | $6,795-40.7% | $4,139-2.6% |
| Admin fee / account holder | $4,874 | $9,934-50.9% | $21,427-77.3% | $7,234-32.6% |