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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 | $155,097 | $73,787+110.2% | $98,716+57.1% | $82,448+88.1% |
| Participation rate | 15.0% | 61.4%-46.4pp | 69.3%-54.3pp | 68.1%-53.1pp |
| Annual return | 17.04% | 18.57%-1.5pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $546 | $1,511-63.9% | $2,279-76.0% | $2,551-78.6% |
| Participant deferral / active EE | $1,512 | $3,081-50.9% | $4,048-62.6% | $4,139-63.5% |
| Admin fee / account holder | $489 | $6,500-92.5% | $8,703-94.4% | $7,234-93.2% |