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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 | $147,677 | $35,183+319.7% | $73,550+100.8% | $70,126+110.6% |
| Participation rate | 42.1% | 42.9%-0.8pp | 54.9%-12.8pp | 69.5%-27.4pp |
| Annual return | 19.23% | 26.90%-7.7pp | -15.16%+34.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,343 | $709+89.6% | $1,219+10.2% | $2,343-42.7% |
| Participant deferral / active EE | $3,116 | $1,220+155.4% | $1,804+72.7% | $3,332-6.5% |
| Admin fee / account holder | $1,379 | $2,302-40.1% | $2,320-40.5% | $4,645-70.3% |