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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 | $146,802 | $91,559+60.3% | $133,978+9.6% | $79,856+83.8% |
| Participation rate | 59.4% | 73.3%-14.0pp | 79.8%-20.5pp | 69.6%-10.3pp |
| Annual return | 13.68% | 61.85%-48.2pp | 45.10%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,121 | $2,384-53.0% | $3,919-71.4% | $2,471-54.6% |
| Participant deferral / active EE | $2,304 | $3,734-38.3% | $5,047-54.3% | $3,741-38.4% |
| Admin fee / account holder | $2,071 | $6,321-67.2% | $8,930-76.8% | $5,306-61.0% |