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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 | $151,720 | $49,025+209.5% | $87,502+73.4% | $62,881+141.3% |
| Participation rate | 40.0% | 64.9%-24.9pp | 73.8%-33.8pp | 69.3%-29.3pp |
| Annual return | 8.84% | 10.02%-1.2pp | 12.21%-3.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,286 | $1,372-6.3% | $2,550-49.6% | $2,281-43.6% |
| Participant deferral / active EE | $2,921 | $2,289+27.6% | $3,149-7.2% | $3,203-8.8% |
| Admin fee / account holder | $2,101 | $4,065-48.3% | $4,221-50.2% | $4,296-51.1% |