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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 | $150,198 | $106,864+40.6% | $147,318+2.0% | $82,637+81.8% |
| Participation rate | 60.6% | 75.5%-14.9pp | 82.1%-21.5pp | 68.1%-7.4pp |
| Annual return | 14.87% | 27.49%-12.6pp | 70.43%-55.6pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,708 | $3,417-20.7% | $4,593-41.0% | $2,552+6.1% |
| Participant deferral / active EE | $3,361 | $6,496-48.3% | $7,906-57.5% | $4,126-18.5% |
| Admin fee / account holder | $10,769 | $8,415+28.0% | $13,708-21.4% | $7,339+46.7% |