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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 | $147,943 | $106,524+38.9% | $152,301-2.9% | $87,485+69.1% |
| Participation rate | 39.1% | 75.8%-36.6pp | 82.4%-43.3pp | 68.9%-29.8pp |
| Annual return | 21.08% | 26.89%-5.8pp | 80.50%-59.4pp | 26.06%-5.0pp |
| Employer contribution / active EE | $1,502 | $3,371-55.4% | $4,624-67.5% | $2,596-42.1% |
| Participant deferral / active EE | $3,389 | $6,525-48.1% | $8,004-57.7% | $4,274-20.7% |
| Admin fee / account holder | $880 | $8,287-89.4% | $14,398-93.9% | $7,775-88.7% |