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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 | $148,922 | $95,453+56.0% | $112,040+32.9% | $82,448+80.6% |
| Participation rate | 40.6% | 72.8%-32.1pp | 76.5%-35.9pp | 68.1%-27.4pp |
| Annual return | 12.32% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,685 | $2,318-27.3% | $2,954-43.0% | $2,551-34.0% |
| Participant deferral / active EE | $2,930 | $4,224-30.6% | $5,098-42.5% | $4,139-29.2% |
| Admin fee / account holder | $7,480 | $9,013-17.0% | $12,098-38.2% | $7,234+3.4% |