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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 | $99,875+50.4% | $146,866+2.3% | $86,983+72.7% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.5%-8.9pp |
| Annual return | 14.87% | 28.10%-13.2pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $2,708 | $3,224-16.0% | $4,425-38.8% | $2,584+4.8% |
| Participant deferral / active EE | $3,361 | $6,322-46.8% | $7,759-56.7% | $4,194-19.9% |
| Admin fee / account holder | $10,769 | $7,838+37.4% | $13,620-20.9% | $7,856+37.1% |