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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 | $156,388 | $107,733+45.2% | $92,985+68.2% | $154,746+1.1% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 10.85% | 30.39%-19.5pp | 27.99%-17.1pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,470 | $3,126-53.0% | $2,662-44.8% | $4,379-66.4% |
| Participant deferral / active EE | $2,967 | $5,053-41.3% | $4,377-32.2% | $6,730-55.9% |
| Admin fee / account holder | $2,767 | $11,369-75.7% | $9,463-70.8% | $14,365-80.7% |