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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 | $87,166+73.9% | $76,735+97.5% | $137,256+10.4% |
| Participation rate | 64.7% | 74.4%-9.6pp | 69.5%-4.8pp | 80.0%-15.3pp |
| Annual return | 14.38% | 26.50%-12.1pp | 29.77%-15.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,456 | $2,904-49.9% | $2,454-40.7% | $4,156-65.0% |
| Participant deferral / active EE | $3,315 | $4,726-29.8% | $4,088-18.9% | $6,407-48.3% |
| Admin fee / account holder | $1,046 | $8,403-87.6% | $7,189-85.5% | $12,270-91.5% |