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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 | $95,404+66.8% | $113,397+40.3% | $82,637+92.6% |
| Participation rate | 29.8% | 72.8%-43.0pp | 76.5%-46.7pp | 68.1%-38.3pp |
| Annual return | 12.64% | 19.08%-6.4pp | 23.20%-10.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $978 | $2,307-57.6% | $2,977-67.1% | $2,552-61.7% |
| Participant deferral / active EE | $2,737 | $4,220-35.1% | $5,076-46.1% | $4,126-33.7% |
| Admin fee / account holder | $662 | $9,168-92.8% | $11,957-94.5% | $7,339-91.0% |