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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 | $149,783 | $36,948+305.4% | $73,658+103.3% | $87,485+71.2% |
| Participation rate | 19.6% | 46.8%-27.3pp | 57.0%-37.5pp | 68.9%-49.4pp |
| Annual return | 15.93% | 28.64%-12.7pp | 29.72%-13.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $632 | $670-5.7% | $1,032-38.8% | $2,596-75.7% |
| Participant deferral / active EE | $1,159 | $1,379-16.0% | $2,062-43.8% | $4,274-72.9% |
| Admin fee / account holder | $3,209 | $2,531+26.8% | $3,357-4.4% | $7,775-58.7% |