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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 | $106,864+38.4% | $147,318+0.4% | $82,637+79.0% |
| Participation rate | 39.1% | 75.5%-36.4pp | 82.1%-42.9pp | 68.1%-28.9pp |
| Annual return | 21.08% | 27.49%-6.4pp | 70.43%-49.3pp | 53.51%-32.4pp |
| Employer contribution / active EE | $1,502 | $3,417-56.0% | $4,593-67.3% | $2,552-41.1% |
| Participant deferral / active EE | $3,389 | $6,496-47.8% | $7,906-57.1% | $4,126-17.9% |
| Admin fee / account holder | $880 | $8,415-89.5% | $13,708-93.6% | $7,339-88.0% |