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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 | $149,065 | $78,197+90.6% | $98,090+52.0% | $82,637+80.4% |
| Participation rate | 56.7% | 77.5%-20.8pp | 81.5%-24.9pp | 68.1%-11.4pp |
| Annual return | 17.30% | 40.25%-23.0pp | 37.05%-19.8pp | 53.51%-36.2pp |
| Employer contribution / active EE | $1,867 | $2,605-28.3% | $3,606-48.2% | $2,552-26.8% |
| Participant deferral / active EE | $6,195 | $6,636-6.6% | $7,845-21.0% | $4,126+50.1% |
| Admin fee / account holder | $22,879 | $14,832+54.3% | $11,815+93.6% | $7,339+211.8% |