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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 | $154,694 | $73,787+109.7% | $98,716+56.7% | $82,448+87.6% |
| Participation rate | 27.3% | 61.4%-34.1pp | 69.3%-42.0pp | 68.1%-40.8pp |
| Annual return | 21.40% | 18.57%+2.8pp | 31.81%-10.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $706 | $1,511-53.3% | $2,279-69.0% | $2,551-72.3% |
| Participant deferral / active EE | $2,345 | $3,081-23.9% | $4,048-42.1% | $4,139-43.3% |
| Admin fee / account holder | $744 | $6,500-88.6% | $8,703-91.5% | $7,234-89.7% |