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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 | $147,152 | $91,760+60.4% | $156,181-5.8% | $67,986+116.4% |
| Participation rate | 45.1% | 65.0%-19.9pp | 78.8%-33.7pp | 57.2%-12.1pp |
| Annual return | 16.09% | 18.14%-2.1pp | 64.87%-48.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $805 | $2,419-66.7% | $4,294-81.3% | $2,019-60.1% |
| Participant deferral / active EE | $3,257 | $3,960-17.8% | $6,132-46.9% | $3,358-3.0% |
| Admin fee / account holder | $3,088 | $3,949-21.8% | $14,586-78.8% | $3,203-3.6% |