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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 | $101,778+47.9% | $164,975-8.8% | $80,925+86.0% |
| Participation rate | 31.0% | 71.8%-40.9pp | 78.6%-47.7pp | 67.7%-36.7pp |
| Annual return | 15.91% | 16.73%-0.8pp | 70.12%-54.2pp | 35.65%-19.7pp |
| Employer contribution / active EE | $929 | $2,954-68.6% | $4,343-78.6% | $2,756-66.3% |
| Participant deferral / active EE | $2,438 | $4,477-45.5% | $6,033-59.6% | $4,299-43.3% |
| Admin fee / account holder | $1,318 | $8,221-84.0% | $12,688-89.6% | $6,940-81.0% |