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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 | $149,791 | $95,404+57.0% | $113,397+32.1% | $82,637+81.3% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.5%-24.6pp | 68.1%-16.2pp |
| Annual return | 13.96% | 19.08%-5.1pp | 23.20%-9.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,454 | $2,307-37.0% | $2,977-51.2% | $2,552-43.0% |
| Participant deferral / active EE | $2,487 | $4,220-41.1% | $5,076-51.0% | $4,126-39.7% |
| Admin fee / account holder | $3,185 | $9,168-65.3% | $11,957-73.4% | $7,339-56.6% |