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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 | $145,859 | $58,493+149.4% | $84,023+73.6% | $72,976+99.9% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 19.29% | 28.93%-9.6pp | 71.32%-52.0pp | 81.02%-61.7pp |
| Employer contribution / active EE | $582 | $1,163-50.0% | $1,984-70.7% | $2,440-76.2% |
| Participant deferral / active EE | $3,458 | $2,394+44.5% | $3,239+6.8% | $3,608-4.1% |
| Admin fee / account holder | $1,270 | $4,569-72.2% | $6,102-79.2% | $5,124-75.2% |