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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 | $144,558 | $87,106+66.0% | $105,607+36.9% | $80,935+78.6% |
| Participation rate | 46.4% | 70.4%-24.0pp | 75.3%-28.8pp | 67.7%-21.2pp |
| Annual return | 10.59% | 17.01%-6.4pp | 116.11%-105.5pp | 35.66%-25.1pp |
| Employer contribution / active EE | $2,148 | $2,396-10.3% | $3,167-32.2% | $2,757-22.1% |
| Participant deferral / active EE | $3,672 | $3,986-7.9% | $5,011-26.7% | $4,299-14.6% |
| Admin fee / account holder | $9,211 | $8,447+9.0% | $10,958-15.9% | $6,924+33.0% |