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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 | $106,864+39.5% | $147,318+1.2% | $82,637+80.3% |
| Participation rate | 40.3% | 75.5%-35.2pp | 82.1%-41.7pp | 68.1%-27.7pp |
| Annual return | 15.44% | 27.49%-12.1pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,312 | $3,417-61.6% | $4,593-71.4% | $2,552-48.6% |
| Participant deferral / active EE | $3,371 | $6,496-48.1% | $7,906-57.4% | $4,126-18.3% |
| Admin fee / account holder | $3,301 | $8,415-60.8% | $13,708-75.9% | $7,339-55.0% |