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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 | $154,585 | $25,014+518.0% | $69,632+122.0% | $80,959+90.9% |
| Participation rate | 48.4% | 64.2%-15.8pp | 66.4%-18.0pp | 67.7%-19.3pp |
| Annual return | 15.05% | 19.08%-4.0pp | 101.32%-86.3pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,960 | $991+97.8% | $1,708+14.7% | $2,757-28.9% |
| Participant deferral / active EE | $2,765 | $1,840+50.3% | $2,889-4.3% | $4,300-35.7% |
| Admin fee / account holder | $3,859 | $2,491+54.9% | $4,695-17.8% | $6,925-44.3% |