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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 | $147,397 | $75,541+95.1% | $152,093-3.1% | $82,637+78.4% |
| Participation rate | 60.9% | 66.5%-5.6pp | 77.8%-16.8pp | 68.1%-7.1pp |
| Annual return | 14.79% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,921 | $2,622-26.8% | $4,175-54.0% | $2,552-24.7% |
| Participant deferral / active EE | $4,935 | $3,206+53.9% | $5,451-9.5% | $4,126+19.6% |
| Admin fee / account holder | $1,660 | $6,405-74.1% | $14,497-88.6% | $7,339-77.4% |