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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 | $150,155 | $57,590+160.7% | $86,233+74.1% | $82,448+82.1% |
| Participation rate | 39.7% | 57.9%-18.2pp | 69.0%-29.4pp | 68.1%-28.4pp |
| Annual return | 16.91% | 22.41%-5.5pp | 61.39%-44.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,341 | $1,655-19.0% | $2,504-46.4% | $2,551-47.4% |
| Participant deferral / active EE | $3,010 | $3,080-2.3% | $4,559-34.0% | $4,139-27.3% |
| Admin fee / account holder | $2,224 | $4,730-53.0% | $8,342-73.3% | $7,234-69.3% |