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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 | $152,061 | $76,834+97.9% | $108,359+40.3% | $87,485+73.8% |
| Participation rate | 37.5% | 61.7%-24.2pp | 70.1%-32.6pp | 68.9%-31.4pp |
| Annual return | 12.31% | 19.09%-6.8pp | 36.89%-24.6pp | 26.06%-13.8pp |
| Employer contribution / active EE | $908 | $1,556-41.7% | $2,399-62.2% | $2,596-65.0% |
| Participant deferral / active EE | $2,773 | $3,100-10.5% | $4,137-33.0% | $4,274-35.1% |
| Admin fee / account holder | $1,342 | $6,537-79.5% | $9,741-86.2% | $7,775-82.7% |