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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 | $151,560 | $88,996+70.3% | $78,004+94.3% | $138,895+9.1% |
| Participation rate | 64.7% | 74.4%-9.7pp | 69.4%-4.7pp | 79.9%-15.2pp |
| Annual return | 14.38% | 28.03%-13.7pp | 31.07%-16.7pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,456 | $2,917-50.1% | $2,469-41.0% | $4,194-65.3% |
| Participant deferral / active EE | $3,315 | $4,724-29.8% | $4,092-19.0% | $6,396-48.2% |
| Admin fee / account holder | $1,046 | $8,807-88.1% | $7,578-86.2% | $12,562-91.7% |