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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 | $150,348 | $71,230+111.1% | $93,727+60.4% | $80,959+85.7% |
| Participation rate | 38.9% | 60.4%-21.5pp | 68.7%-29.8pp | 67.7%-28.8pp |
| Annual return | 17.40% | 11.26%+6.1pp | 133.83%-116.4pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,658 | $1,565+5.9% | $2,421-31.5% | $2,757-39.9% |
| Participant deferral / active EE | $2,292 | $4,037-43.2% | $4,417-48.1% | $4,300-46.7% |
| Admin fee / account holder | $2,238 | $6,961-67.8% | $8,292-73.0% | $6,925-67.7% |