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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 | $148,710 | $73,940+101.1% | $96,496+54.1% | $75,173+97.8% |
| Participation rate | 31.1% | 66.4%-35.3pp | 74.3%-43.3pp | 67.2%-36.1pp |
| Annual return | 14.42% | 26.71%-12.3pp | 35.70%-21.3pp | 160.65%-146.2pp |
| Employer contribution / active EE | $1,685 | $2,929-42.5% | $3,738-54.9% | $2,670-36.9% |
| Participant deferral / active EE | $4,824 | $3,659+31.8% | $4,879-1.1% | $4,126+16.9% |
| Admin fee / account holder | $1,490 | $5,216-71.4% | $6,731-77.9% | $5,651-73.6% |