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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 | $155,681 | $77,962+99.7% | $178,540-12.8% | $80,935+92.4% |
| Participation rate | 52.0% | 65.7%-13.7pp | 77.1%-25.1pp | 67.7%-15.7pp |
| Annual return | 18.03% | 18.10%-0.1pp | 27.15%-9.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $1,023 | $2,280-55.2% | $3,953-74.1% | $2,757-62.9% |
| Participant deferral / active EE | $6,946 | $4,404+57.7% | $6,281+10.6% | $4,299+61.5% |
| Admin fee / account holder | $863 | $7,156-87.9% | $10,424-91.7% | $6,924-87.5% |