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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 | $159,122 | $95,453+66.7% | $112,040+42.0% | $82,448+93.0% |
| Participation rate | 29.8% | 72.8%-43.0pp | 76.5%-46.7pp | 68.1%-38.3pp |
| Annual return | 12.64% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $978 | $2,318-57.8% | $2,954-66.9% | $2,551-61.7% |
| Participant deferral / active EE | $2,737 | $4,224-35.2% | $5,098-46.3% | $4,139-33.9% |
| Admin fee / account holder | $662 | $9,013-92.7% | $12,098-94.5% | $7,234-90.8% |