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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 | $156,366 | $114,013+37.1% | $103,693+50.8% | $155,188+0.8% |
| Participation rate | 60.9% | 75.2%-14.3pp | 72.6%-11.8pp | 80.8%-19.9pp |
| Annual return | 20.87% | 49.31%-28.4pp | 47.61%-26.7pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,686 | $3,131-46.2% | $2,920-42.3% | $4,248-60.3% |
| Participant deferral / active EE | $2,680 | $4,970-46.1% | $4,579-41.5% | $6,531-59.0% |
| Admin fee / account holder | $1,558 | $8,407-81.5% | $7,858-80.2% | $14,480-89.2% |