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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 | $145,490 | $112,729+29.1% | $98,716+47.4% | $137,256+6.0% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.3%-51.1pp | 80.0%-61.8pp |
| Annual return | 19.25% | 38.48%-19.2pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,671 | $2,725-38.7% | $2,279-26.7% | $4,156-59.8% |
| Participant deferral / active EE | $4,923 | $4,640+6.1% | $4,048+21.6% | $6,407-23.2% |
| Admin fee / account holder | $545 | $10,129-94.6% | $8,703-93.7% | $12,270-95.6% |