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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 | $158,731 | $48,076+230.2% | $78,693+101.7% | $62,891+152.4% |
| Participation rate | 25.0% | 65.2%-40.2pp | 73.6%-48.6pp | 69.3%-44.3pp |
| Annual return | 10.24% | 31.35%-21.1pp | 62.18%-51.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $520 | $2,015-74.2% | $2,850-81.8% | $2,281-77.2% |
| Participant deferral / active EE | $2,663 | $2,588+2.9% | $3,517-24.3% | $3,203-16.9% |
| Admin fee / account holder | $3,269 | $3,207+1.9% | $4,511-27.5% | $4,296-23.9% |