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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 | $151,370 | $126,661+19.5% | $113,397+33.5% | $138,895+9.0% |
| Participation rate | 54.2% | 79.4%-25.3pp | 76.5%-22.3pp | 79.9%-25.8pp |
| Annual return | 12.27% | 25.05%-12.8pp | 23.20%-10.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,739 | $3,456-49.7% | $2,977-41.6% | $4,194-58.5% |
| Participant deferral / active EE | $3,585 | $5,693-37.0% | $5,076-29.4% | $6,396-44.0% |
| Admin fee / account holder | $2,159 | $14,549-85.2% | $11,957-81.9% | $12,562-82.8% |