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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 | $155,075 | $76,107+103.8% | $96,576+60.6% | $71,495+116.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 76.0%-42.6pp | 67.9%-34.6pp |
| Annual return | 21.33% | 22.81%-1.5pp | 25.87%-4.5pp | 28.85%-7.5pp |
| Employer contribution / active EE | $1,156 | $2,247-48.5% | $2,965-61.0% | $2,589-55.3% |
| Participant deferral / active EE | $3,198 | $4,218-24.2% | $4,851-34.1% | $4,291-25.5% |
| Admin fee / account holder | $3,802 | $2,708+40.4% | $8,253-53.9% | $1,588+139.5% |