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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 | $150,833 | $73,787+104.4% | $98,716+52.8% | $82,448+82.9% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 13.04% | 18.57%-5.5pp | 31.81%-18.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $833 | $1,511-44.9% | $2,279-63.4% | $2,551-67.3% |
| Participant deferral / active EE | $3,062 | $3,081-0.6% | $4,048-24.3% | $4,139-26.0% |
| Admin fee / account holder | $4,322 | $6,500-33.5% | $8,703-50.3% | $7,234-40.3% |