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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 | $165,561 | $124,980+32.5% | $108,359+52.8% | $154,746+7.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 15.00% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,407 | $2,851-50.6% | $2,399-41.4% | $4,379-67.9% |
| Participant deferral / active EE | $4,385 | $4,743-7.6% | $4,137+6.0% | $6,730-34.9% |
| Admin fee / account holder | $5,105 | $11,502-55.6% | $9,741-47.6% | $14,365-64.5% |