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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 | $147,139 | $76,371+92.7% | $93,621+57.2% | $72,976+101.6% |
| Participation rate | 50.0% | 71.8%-21.8pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 19.75% | 25.82%-6.1pp | 32.76%-13.0pp | 81.02%-61.3pp |
| Employer contribution / active EE | $1,462 | $2,276-35.8% | $2,719-46.2% | $2,440-40.1% |
| Participant deferral / active EE | $3,937 | $3,538+11.3% | $4,070-3.3% | $3,608+9.1% |
| Admin fee / account holder | $870 | $6,839-87.3% | $7,890-89.0% | $5,124-83.0% |