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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 | $149,477 | $45,266+230.2% | $103,693+44.2% | $65,306+128.9% |
| Participation rate | 32.4% | 53.3%-20.9pp | 72.6%-40.3pp | 57.7%-25.3pp |
| Annual return | 22.34% | 25.10%-2.8pp | 47.61%-25.3pp | 21.94%+0.4pp |
| Employer contribution / active EE | $1,302 | $1,765-26.3% | $2,920-55.4% | $1,967-33.8% |
| Participant deferral / active EE | $4,001 | $2,099+90.6% | $4,579-12.6% | $2,959+35.2% |
| Admin fee / account holder | $2,189 | $3,221-32.1% | $7,858-72.1% | $3,480-37.1% |