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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 | $151,258 | $101,795+48.6% | $165,100-8.4% | $80,959+86.8% |
| Participation rate | 68.4% | 71.8%-3.4pp | 78.6%-10.2pp | 67.7%+0.8pp |
| Annual return | 11.71% | 16.73%-5.0pp | 70.21%-58.5pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,649 | $2,954-44.2% | $4,348-62.1% | $2,757-40.2% |
| Participant deferral / active EE | $2,795 | $4,476-37.6% | $6,035-53.7% | $4,300-35.0% |
| Admin fee / account holder | $2,875 | $8,221-65.0% | $12,696-77.4% | $6,925-58.5% |