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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 | $155,197 | $81,276+91.0% | $155,574-0.2% | $80,925+91.8% |
| Participation rate | 31.7% | 66.2%-34.5pp | 78.2%-46.5pp | 67.7%-36.0pp |
| Annual return | 13.55% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,103 | $3,103-64.4% | $4,676-76.4% | $2,756-60.0% |
| Participant deferral / active EE | $3,044 | $3,453-11.8% | $5,629-45.9% | $4,299-29.2% |
| Admin fee / account holder | $5,932 | $7,993-25.8% | $15,914-62.7% | $6,940-14.5% |