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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 | $149,273 | $76,371+95.5% | $93,621+59.4% | $72,976+104.6% |
| Participation rate | 41.1% | 71.8%-30.7pp | 75.8%-34.8pp | 69.5%-28.4pp |
| Annual return | 28.18% | 25.82%+2.4pp | 32.76%-4.6pp | 81.02%-52.8pp |
| Employer contribution / active EE | $1,295 | $2,276-43.1% | $2,719-52.4% | $2,440-46.9% |
| Participant deferral / active EE | $2,142 | $3,538-39.5% | $4,070-47.4% | $3,608-40.6% |
| Admin fee / account holder | $1,979 | $6,839-71.1% | $7,890-74.9% | $5,124-61.4% |