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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 | $154,554 | $101,795+51.8% | $165,100-6.4% | $80,959+90.9% |
| Participation rate | 31.0% | 71.8%-40.8pp | 78.6%-47.6pp | 67.7%-36.6pp |
| Annual return | 12.06% | 16.73%-4.7pp | 70.21%-58.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,798 | $2,954-39.1% | $4,348-58.7% | $2,757-34.8% |
| Participant deferral / active EE | $2,415 | $4,476-46.0% | $6,035-60.0% | $4,300-43.8% |
| Admin fee / account holder | $1,172 | $8,221-85.7% | $12,696-90.8% | $6,925-83.1% |