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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 | $150,818 | $111,535+35.2% | $105,223+43.3% | $137,256+9.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 16.05% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,105 | $3,939-72.0% | $3,689-70.1% | $4,156-73.4% |
| Participant deferral / active EE | $3,236 | $5,500-41.2% | $5,072-36.2% | $6,407-49.5% |
| Admin fee / account holder | $1,551 | $9,721-84.0% | $8,859-82.5% | $12,270-87.4% |