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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 | $153,706 | $105,623+45.5% | $87,502+75.7% | $273,972-43.9% |
| Participation rate | 42.9% | 78.2%-35.3pp | 73.8%-31.0pp | 83.0%-40.2pp |
| Annual return | 2.81% | 12.26%-9.5pp | 12.21%-9.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $542 | $3,141-82.7% | $2,550-78.7% | $4,869-88.9% |
| Participant deferral / active EE | $3,250 | $3,601-9.7% | $3,149+3.2% | $5,287-38.5% |
| Admin fee / account holder | $336 | $4,781-93.0% | $4,221-92.0% | $10,133-96.7% |