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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 | $139,478 | $73,787+89.0% | $98,716+41.3% | $82,448+69.2% |
| Participation rate | 40.7% | 61.4%-20.7pp | 69.3%-28.6pp | 68.1%-27.3pp |
| Annual return | 19.48% | 18.57%+0.9pp | 31.81%-12.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $654 | $1,511-56.8% | $2,279-71.3% | $2,551-74.4% |
| Participant deferral / active EE | $1,262 | $3,081-59.0% | $4,048-68.8% | $4,139-69.5% |
| Admin fee / account holder | $5,576 | $6,500-14.2% | $8,703-35.9% | $7,234-22.9% |