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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 | $150,514 | $101,795+47.9% | $165,100-8.8% | $80,959+85.9% |
| Participation rate | 31.0% | 71.8%-40.9pp | 78.6%-47.7pp | 67.7%-36.7pp |
| Annual return | 15.91% | 16.73%-0.8pp | 70.21%-54.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $929 | $2,954-68.6% | $4,348-78.6% | $2,757-66.3% |
| Participant deferral / active EE | $2,438 | $4,476-45.5% | $6,035-59.6% | $4,300-43.3% |
| Admin fee / account holder | $1,318 | $8,221-84.0% | $12,696-89.6% | $6,925-81.0% |