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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 | $149,022 | $106,749+39.6% | $145,433+2.5% | $82,448+80.7% |
| Participation rate | 40.3% | 75.6%-35.3pp | 82.1%-41.8pp | 68.1%-27.7pp |
| Annual return | 15.44% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,312 | $3,444-61.9% | $4,554-71.2% | $2,551-48.6% |
| Participant deferral / active EE | $3,371 | $6,519-48.3% | $7,897-57.3% | $4,139-18.6% |
| Admin fee / account holder | $3,301 | $8,390-60.7% | $13,129-74.9% | $7,234-54.4% |