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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 | $71,215+110.2% | $93,696+59.7% | $80,935+84.9% |
| Participation rate | 46.6% | 60.4%-13.8pp | 68.7%-22.2pp | 67.7%-21.1pp |
| Annual return | 14.57% | 11.27%+3.3pp | 133.74%-119.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,204 | $1,565+40.8% | $2,422-9.0% | $2,757-20.0% |
| Participant deferral / active EE | $3,722 | $4,037-7.8% | $4,417-15.7% | $4,299-13.4% |
| Admin fee / account holder | $6,584 | $6,958-5.4% | $8,287-20.5% | $6,924-4.9% |