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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 | $153,499 | $101,752+50.9% | $164,928-6.9% | $80,911+89.7% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.5pp | 67.6%-21.5pp |
| Annual return | 15.37% | 16.73%-1.4pp | 70.08%-54.7pp | 35.63%-20.3pp |
| Employer contribution / active EE | $1,671 | $2,953-43.4% | $4,343-61.5% | $2,756-39.4% |
| Participant deferral / active EE | $3,118 | $4,477-30.4% | $6,034-48.3% | $4,297-27.4% |
| Admin fee / account holder | $3,987 | $8,218-51.5% | $12,684-68.6% | $6,935-42.5% |