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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 | $145,954 | $47,848+205.0% | $81,473+79.1% | $70,126+108.1% |
| Participation rate | 21.9% | 58.3%-36.4pp | 68.0%-46.1pp | 69.5%-47.7pp |
| Annual return | 15.12% | 27.25%-12.1pp | 38.78%-23.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $665 | $1,527-56.4% | $2,568-74.1% | $2,343-71.6% |
| Participant deferral / active EE | $984 | $2,453-59.9% | $3,537-72.2% | $3,332-70.5% |
| Admin fee / account holder | $1,047 | $3,145-66.7% | $4,561-77.0% | $4,645-77.5% |