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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 | $106,588+46.7% | $94,215+66.0% | $155,188+0.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 10.85% | 29.39%-18.5pp | 28.22%-17.4pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,470 | $3,080-52.3% | $2,675-45.0% | $4,248-65.4% |
| Participant deferral / active EE | $2,967 | $4,802-38.2% | $4,276-30.6% | $6,531-54.6% |
| Admin fee / account holder | $2,767 | $12,281-77.5% | $10,216-72.9% | $14,480-80.9% |