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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 | $188,973 | $106,524+77.4% | $152,301+24.1% | $87,485+116.0% |
| Participation rate | 27.6% | 75.8%-48.1pp | 82.4%-54.8pp | 68.9%-41.3pp |
| Annual return | 14.72% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $607 | $3,371-82.0% | $4,624-86.9% | $2,596-76.6% |
| Participant deferral / active EE | $2,738 | $6,525-58.0% | $8,004-65.8% | $4,274-35.9% |
| Admin fee / account holder | $615 | $8,287-92.6% | $14,398-95.7% | $7,775-92.1% |