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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 | $156,798 | $65,367+139.9% | $92,915+68.8% | $72,976+114.9% |
| Participation rate | 45.5% | 68.3%-22.9pp | 76.0%-30.6pp | 69.5%-24.0pp |
| Annual return | 19.62% | 42.11%-22.5pp | 109.45%-89.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $2,279 | $2,594-12.1% | $3,653-37.6% | $2,440-6.6% |
| Participant deferral / active EE | $5,260 | $3,128+68.2% | $4,238+24.1% | $3,608+45.8% |
| Admin fee / account holder | $715 | $4,251-83.2% | $5,796-87.7% | $5,124-86.0% |