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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 | $153,437 | $124,425+23.3% | $112,040+36.9% | $137,256+11.8% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.5%-23.2pp | 80.0%-26.6pp |
| Annual return | 14.09% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $978 | $3,411-71.3% | $2,954-66.9% | $4,156-76.5% |
| Participant deferral / active EE | $2,423 | $5,718-57.6% | $5,098-52.5% | $6,407-62.2% |
| Admin fee / account holder | $1,415 | $15,207-90.7% | $12,098-88.3% | $12,270-88.5% |