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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 | $151,613 | $106,864+41.9% | $147,318+2.9% | $82,637+83.5% |
| Participation rate | 51.4% | 75.5%-24.2pp | 82.1%-30.7pp | 68.1%-16.7pp |
| Annual return | 17.19% | 27.49%-10.3pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,271 | $3,417-33.5% | $4,593-50.5% | $2,552-11.0% |
| Participant deferral / active EE | $6,700 | $6,496+3.2% | $7,906-15.3% | $4,126+62.4% |
| Admin fee / account holder | $28,330 | $8,415+236.7% | $13,708+106.7% | $7,339+286.0% |