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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 | $151,044 | $86,949+73.7% | $102,460+47.4% | $80,959+86.6% |
| Participation rate | 33.0% | 72.4%-39.4pp | 76.5%-43.6pp | 67.7%-34.7pp |
| Annual return | 16.76% | 18.89%-2.1pp | 29.47%-12.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,705 | $2,370-28.0% | $3,025-43.6% | $2,757-38.2% |
| Participant deferral / active EE | $4,534 | $4,121+10.0% | $5,056-10.3% | $4,300+5.4% |
| Admin fee / account holder | $3,654 | $8,048-54.6% | $9,460-61.4% | $6,925-47.2% |