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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 | $149,674 | $71,230+110.1% | $93,727+59.7% | $80,959+84.9% |
| Participation rate | 46.6% | 60.4%-13.8pp | 68.7%-22.2pp | 67.7%-21.1pp |
| Annual return | 14.57% | 11.26%+3.3pp | 133.83%-119.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,204 | $1,565+40.8% | $2,421-9.0% | $2,757-20.1% |
| Participant deferral / active EE | $3,722 | $4,037-7.8% | $4,417-15.7% | $4,300-13.4% |
| Admin fee / account holder | $6,584 | $6,961-5.4% | $8,292-20.6% | $6,925-4.9% |