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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 | $100,784+49.9% | $191,597-21.2% | $82,637+82.8% |
| Participation rate | 48.5% | 70.5%-22.0pp | 76.9%-28.4pp | 68.1%-19.6pp |
| Annual return | 15.81% | 18.13%-2.3pp | 27.07%-11.3pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,581 | $3,102-16.8% | $5,025-48.6% | $2,552+1.1% |
| Participant deferral / active EE | $4,030 | $4,937-18.4% | $6,850-41.2% | $4,126-2.3% |
| Admin fee / account holder | $4,874 | $10,062-51.6% | $22,799-78.6% | $7,339-33.6% |