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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 | $149,361 | $57,590+159.4% | $86,233+73.2% | $82,448+81.2% |
| Participation rate | 32.4% | 57.9%-25.5pp | 69.0%-36.7pp | 68.1%-35.7pp |
| Annual return | 15.16% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,426 | $1,655-13.8% | $2,504-43.1% | $2,551-44.1% |
| Participant deferral / active EE | $2,534 | $3,080-17.7% | $4,559-44.4% | $4,139-38.8% |
| Admin fee / account holder | $6,744 | $4,730+42.6% | $8,342-19.2% | $7,234-6.8% |