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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 | $142,622 | $105,623+35.0% | $87,502+63.0% | $273,972-47.9% |
| Participation rate | 63.6% | 78.2%-14.6pp | 73.8%-10.2pp | 83.0%-19.4pp |
| Annual return | 2.38% | 12.26%-9.9pp | 12.21%-9.8pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,391 | $3,141-55.7% | $2,550-45.4% | $4,869-71.4% |
| Participant deferral / active EE | $2,434 | $3,601-32.4% | $3,149-22.7% | $5,287-54.0% |
| Admin fee / account holder | $2,563 | $4,781-46.4% | $4,221-39.3% | $10,133-74.7% |