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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 | $158,398 | $106,524+48.7% | $152,301+4.0% | $87,485+81.1% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.4%-13.2pp | 68.9%+0.3pp |
| Annual return | 18.41% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $620 | $3,371-81.6% | $4,624-86.6% | $2,596-76.1% |
| Participant deferral / active EE | $6,197 | $6,525-5.0% | $8,004-22.6% | $4,274+45.0% |
| Admin fee / account holder | $2,133 | $8,287-74.3% | $14,398-85.2% | $7,775-72.6% |