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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 | $152,648 | $112,729+35.4% | $98,716+54.6% | $137,256+11.2% |
| Participation rate | 59.1% | 74.2%-15.1pp | 69.3%-10.2pp | 80.0%-20.9pp |
| Annual return | 18.22% | 38.48%-20.3pp | 31.81%-13.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,492 | $2,725-45.3% | $2,279-34.5% | $4,156-64.1% |
| Participant deferral / active EE | $3,843 | $4,640-17.2% | $4,048-5.1% | $6,407-40.0% |
| Admin fee / account holder | $5,138 | $10,129-49.3% | $8,703-41.0% | $12,270-58.1% |