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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 | $180,554 | $73,787+144.7% | $98,716+82.9% | $82,448+119.0% |
| Participation rate | 26.9% | 61.4%-34.5pp | 69.3%-42.4pp | 68.1%-41.1pp |
| Annual return | 22.82% | 18.57%+4.3pp | 31.81%-9.0pp | 41.64%-18.8pp |
| Employer contribution / active EE | $758 | $1,511-49.9% | $2,279-66.7% | $2,551-70.3% |
| Participant deferral / active EE | $2,705 | $3,081-12.2% | $4,048-33.2% | $4,139-34.7% |
| Admin fee / account holder | $440 | $6,500-93.2% | $8,703-94.9% | $7,234-93.9% |