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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 | $158,860 | $112,729+40.9% | $98,716+60.9% | $137,256+15.7% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.3%-16.4pp | 80.0%-27.0pp |
| Annual return | 16.17% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,145 | $2,725-58.0% | $2,279-49.7% | $4,156-72.4% |
| Participant deferral / active EE | $4,905 | $4,640+5.7% | $4,048+21.2% | $6,407-23.4% |
| Admin fee / account holder | $393 | $10,129-96.1% | $8,703-95.5% | $12,270-96.8% |