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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 | $147,389 | $86,940+69.5% | $102,434+43.9% | $80,935+82.1% |
| Participation rate | 48.1% | 72.4%-24.2pp | 76.5%-28.4pp | 67.7%-19.5pp |
| Annual return | 24.97% | 18.89%+6.1pp | 29.46%-4.5pp | 35.66%-10.7pp |
| Employer contribution / active EE | $1,117 | $2,370-52.9% | $3,023-63.0% | $2,757-59.5% |
| Participant deferral / active EE | $3,498 | $4,121-15.1% | $5,055-30.8% | $4,299-18.6% |
| Admin fee / account holder | $1,626 | $8,047-79.8% | $9,462-82.8% | $6,924-76.5% |