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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 | $151,676 | $58,627+158.7% | $76,735+97.7% | $82,448+84.0% |
| Participation rate | 55.9% | 63.2%-7.3pp | 69.5%-13.6pp | 68.1%-12.2pp |
| Annual return | 18.53% | 39.10%-20.6pp | 29.77%-11.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,719 | $1,729-0.6% | $2,454-30.0% | $2,551-32.6% |
| Participant deferral / active EE | $3,787 | $3,134+20.9% | $4,088-7.4% | $4,139-8.5% |
| Admin fee / account holder | $4,404 | $5,323-17.3% | $7,189-38.7% | $7,234-39.1% |