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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 | $145,927 | $51,222+184.9% | $70,544+106.9% | $75,173+94.1% |
| Participation rate | 24.1% | 61.0%-36.9pp | 68.4%-44.3pp | 67.2%-43.1pp |
| Annual return | 21.71% | 30.06%-8.3pp | 32.79%-11.1pp | 160.72%-139.0pp |
| Employer contribution / active EE | $1,336 | $1,827-26.8% | $2,976-55.1% | $2,671-50.0% |
| Participant deferral / active EE | $1,896 | $2,850-33.5% | $4,568-58.5% | $4,126-54.1% |
| Admin fee / account holder | $3,760 | $4,096-8.2% | $6,427-41.5% | $5,651-33.4% |