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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 | $149,077 | $54,541+173.3% | $78,778+89.2% | $70,126+112.6% |
| Participation rate | 53.7% | 60.8%-7.1pp | 69.2%-15.5pp | 69.5%-15.8pp |
| Annual return | 22.31% | 21.07%+1.2pp | 35.62%-13.3pp | 73.15%-50.8pp |
| Employer contribution / active EE | $764 | $1,089-29.8% | $1,986-61.5% | $2,343-67.4% |
| Participant deferral / active EE | $1,909 | $2,210-13.6% | $2,958-35.5% | $3,332-42.7% |
| Admin fee / account holder | $3,126 | $3,709-15.7% | $5,134-39.1% | $4,645-32.7% |