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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 | $58,848+153.8% | $88,179+69.4% | $82,637+80.7% |
| Participation rate | 32.4% | 57.9%-25.5pp | 69.1%-36.8pp | 68.1%-35.7pp |
| Annual return | 15.16% | 22.76%-7.6pp | 64.97%-49.8pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,426 | $1,678-15.0% | $2,549-44.1% | $2,552-44.1% |
| Participant deferral / active EE | $2,534 | $3,124-18.9% | $4,614-45.1% | $4,126-38.6% |
| Admin fee / account holder | $6,744 | $4,795+40.6% | $7,673-12.1% | $7,339-8.1% |