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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 | $155,727 | $91,179+70.8% | $178,499-12.8% | $79,852+95.0% |
| Participation rate | 68.0% | 69.2%-1.2pp | 81.9%-13.9pp | 69.6%-1.6pp |
| Annual return | 15.55% | 24.19%-8.6pp | 151.10%-135.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,459 | $3,256-55.2% | $5,011-70.9% | $2,471-41.0% |
| Participant deferral / active EE | $4,064 | $3,236+25.6% | $5,202-21.9% | $3,740+8.7% |
| Admin fee / account holder | $1,882 | $6,749-72.1% | $13,986-86.5% | $5,306-64.5% |