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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 | $157,243 | $65,364+140.6% | $92,909+69.2% | $72,975+115.5% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 19.90% | 42.11%-22.2pp | 109.44%-89.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $2,459 | $2,594-5.2% | $3,653-32.7% | $2,440+0.8% |
| Participant deferral / active EE | $2,996 | $3,128-4.2% | $4,238-29.3% | $3,608-16.9% |
| Admin fee / account holder | $1,151 | $4,251-72.9% | $5,795-80.1% | $5,124-77.5% |