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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 | $149,715 | $108,825+37.6% | $156,181-4.1% | $82,448+81.6% |
| Participation rate | 62.3% | 72.4%-10.1pp | 78.8%-16.5pp | 68.1%-5.8pp |
| Annual return | 15.43% | 20.59%-5.2pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,545 | $2,870-46.1% | $4,294-64.0% | $2,551-39.4% |
| Participant deferral / active EE | $4,938 | $4,577+7.9% | $6,132-19.5% | $4,139+19.3% |
| Admin fee / account holder | $17,768 | $9,341+90.2% | $14,586+21.8% | $7,234+145.6% |