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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 | $154,261 | $108,825+41.8% | $156,181-1.2% | $82,448+87.1% |
| Participation rate | 55.2% | 72.4%-17.2pp | 78.8%-23.7pp | 68.1%-12.9pp |
| Annual return | 16.76% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,643 | $2,870-42.7% | $4,294-61.7% | $2,551-35.6% |
| Participant deferral / active EE | $3,150 | $4,577-31.2% | $6,132-48.6% | $4,139-23.9% |
| Admin fee / account holder | $1,897 | $9,341-79.7% | $14,586-87.0% | $7,234-73.8% |