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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 | $143,716 | $108,825+32.1% | $156,181-8.0% | $82,448+74.3% |
| Participation rate | 44.4% | 72.4%-27.9pp | 78.8%-34.4pp | 68.1%-23.6pp |
| Annual return | 21.58% | 20.59%+1.0pp | 64.87%-43.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,599 | $2,870-44.3% | $4,294-62.8% | $2,551-37.3% |
| Participant deferral / active EE | $4,461 | $4,577-2.5% | $6,132-27.2% | $4,139+7.8% |
| Admin fee / account holder | $812 | $9,341-91.3% | $14,586-94.4% | $7,234-88.8% |