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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 | $158,630 | $108,825+45.8% | $156,181+1.6% | $82,448+92.4% |
| Participation rate | 25.9% | 72.4%-46.4pp | 78.8%-52.9pp | 68.1%-42.1pp |
| Annual return | 13.39% | 20.59%-7.2pp | 64.87%-51.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,211 | $2,870-57.8% | $4,294-71.8% | $2,551-52.5% |
| Participant deferral / active EE | $3,095 | $4,577-32.4% | $6,132-49.5% | $4,139-25.2% |
| Admin fee / account holder | $11,139 | $9,341+19.3% | $14,586-23.6% | $7,234+54.0% |