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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 | $158,265 | $91,559+72.9% | $133,971+18.1% | $79,852+98.2% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.6%-17.6pp |
| Annual return | 15.82% | 61.85%-46.0pp | 45.09%-29.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $1,513 | $2,384-36.5% | $3,919-61.4% | $2,471-38.8% |
| Participant deferral / active EE | $3,718 | $3,734-0.4% | $5,047-26.3% | $3,740-0.6% |
| Admin fee / account holder | $714 | $6,321-88.7% | $8,929-92.0% | $5,306-86.6% |