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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 | $97,550+52.7% | $120,344+23.7% | $87,485+70.2% |
| Participation rate | 40.6% | 72.8%-32.2pp | 76.7%-36.1pp | 68.9%-28.3pp |
| Annual return | 12.32% | 18.41%-6.1pp | 20.30%-8.0pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,685 | $2,291-26.5% | $3,020-44.2% | $2,596-35.1% |
| Participant deferral / active EE | $2,930 | $4,230-30.7% | $5,135-42.9% | $4,274-31.4% |
| Admin fee / account holder | $7,480 | $9,543-21.6% | $12,742-41.3% | $7,775-3.8% |