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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 | $146,360 | $90,400+61.9% | $186,193-21.4% | $87,485+67.3% |
| Participation rate | 50.8% | 66.2%-15.3pp | 77.1%-26.3pp | 68.9%-18.1pp |
| Annual return | 14.88% | 22.15%-7.3pp | 78.03%-63.2pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,720 | $2,170-20.8% | $3,918-56.1% | $2,596-33.8% |
| Participant deferral / active EE | $7,160 | $4,330+65.4% | $6,513+9.9% | $4,274+67.5% |
| Admin fee / account holder | $2,374 | $8,673-72.6% | $11,058-78.5% | $7,775-69.5% |