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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 | $115,225+32.5% | $100,712+51.6% | $138,895+9.9% |
| Participation rate | 59.1% | 74.3%-15.2pp | 69.3%-10.2pp | 79.9%-20.8pp |
| Annual return | 18.22% | 40.35%-22.1pp | 33.27%-15.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,492 | $2,771-46.2% | $2,313-35.5% | $4,194-64.4% |
| Participant deferral / active EE | $3,843 | $4,699-18.2% | $4,085-5.9% | $6,396-39.9% |
| Admin fee / account holder | $5,138 | $10,844-52.6% | $9,256-44.5% | $12,562-59.1% |