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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 | $86,922+69.6% | $102,438+43.9% | $80,874+82.2% |
| Participation rate | 48.1% | 72.4%-24.2pp | 76.5%-28.3pp | 67.6%-19.5pp |
| Annual return | 24.97% | 18.90%+6.1pp | 29.37%-4.4pp | 35.62%-10.7pp |
| Employer contribution / active EE | $1,117 | $2,369-52.9% | $3,024-63.1% | $2,756-59.5% |
| Participant deferral / active EE | $3,498 | $4,119-15.1% | $5,054-30.8% | $4,297-18.6% |
| Admin fee / account holder | $1,626 | $8,050-79.8% | $9,448-82.8% | $6,935-76.6% |