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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 | $155,236 | $107,666+44.2% | $102,184+51.9% | $154,746+0.3% |
| Participation rate | 52.9% | 83.7%-30.8pp | 82.6%-29.7pp | 80.7%-27.8pp |
| Annual return | 17.22% | 29.33%-12.1pp | 31.58%-14.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,243 | $3,846-41.7% | $3,594-37.6% | $4,379-48.8% |
| Participant deferral / active EE | $4,557 | $8,719-47.7% | $8,309-45.2% | $6,730-32.3% |
| Admin fee / account holder | $1,581 | $12,943-87.8% | $11,609-86.4% | $14,365-89.0% |