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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 | $150,042 | $87,060+72.3% | $105,591+42.1% | $80,911+85.4% |
| Participation rate | 36.0% | 70.4%-34.4pp | 75.3%-39.3pp | 67.6%-31.6pp |
| Annual return | 12.34% | 17.05%-4.7pp | 116.43%-104.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $682 | $2,396-71.5% | $3,166-78.5% | $2,756-75.3% |
| Participant deferral / active EE | $4,435 | $3,986+11.3% | $5,008-11.4% | $4,297+3.2% |
| Admin fee / account holder | $1,328 | $8,442-84.3% | $11,024-88.0% | $6,935-80.9% |