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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 | $159,246 | $101,778+56.5% | $164,975-3.5% | $80,925+96.8% |
| Participation rate | 58.5% | 71.8%-13.3pp | 78.6%-20.1pp | 67.7%-9.1pp |
| Annual return | 10.79% | 16.73%-5.9pp | 70.12%-59.3pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,952 | $2,954-33.9% | $4,343-55.1% | $2,756-29.2% |
| Participant deferral / active EE | $5,035 | $4,477+12.5% | $6,033-16.5% | $4,299+17.1% |
| Admin fee / account holder | $4,734 | $8,221-42.4% | $12,688-62.7% | $6,940-31.8% |