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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 | $153,904 | $106,588+44.4% | $94,215+63.4% | $155,188-0.8% |
| Participation rate | 40.9% | 74.3%-33.4pp | 70.0%-29.0pp | 80.8%-39.9pp |
| Annual return | 14.15% | 29.39%-15.2pp | 28.22%-14.1pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,686 | $3,080-45.3% | $2,675-37.0% | $4,248-60.3% |
| Participant deferral / active EE | $2,307 | $4,802-52.0% | $4,276-46.0% | $6,531-64.7% |
| Admin fee / account holder | $11,611 | $12,281-5.5% | $10,216+13.7% | $14,480-19.8% |