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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 | $153,500 | $89,515+71.5% | $103,065+48.9% | $80,959+89.6% |
| Participation rate | 55.6% | 76.0%-20.4pp | 80.6%-25.0pp | 67.7%-12.1pp |
| Annual return | 14.81% | 22.82%-8.0pp | 23.95%-9.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,700 | $4,015-32.8% | $4,675-42.2% | $2,757-2.1% |
| Participant deferral / active EE | $4,227 | $5,463-22.6% | $6,625-36.2% | $4,300-1.7% |
| Admin fee / account holder | $1,904 | $6,527-70.8% | $9,349-79.6% | $6,925-72.5% |