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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 | $153,762 | $51,222+200.2% | $70,544+118.0% | $75,173+104.5% |
| Participation rate | 43.8% | 61.0%-17.2pp | 68.4%-24.6pp | 67.2%-23.5pp |
| Annual return | 18.96% | 30.06%-11.1pp | 32.79%-13.8pp | 160.72%-141.8pp |
| Employer contribution / active EE | $553 | $1,827-69.7% | $2,976-81.4% | $2,671-79.3% |
| Participant deferral / active EE | $3,303 | $2,850+15.9% | $4,568-27.7% | $4,126-20.0% |
| Admin fee / account holder | $4,658 | $4,096+13.7% | $6,427-27.5% | $5,651-17.6% |