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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 | $145,032 | $58,057+149.8% | $97,032+49.5% | $86,983+66.7% |
| Participation rate | 43.9% | 60.4%-16.5pp | 71.6%-27.7pp | 69.5%-25.7pp |
| Annual return | 14.40% | 22.26%-7.9pp | 35.38%-21.0pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,473 | $1,663-11.5% | $2,629-44.0% | $2,584-43.0% |
| Participant deferral / active EE | $4,013 | $3,244+23.7% | $4,672-14.1% | $4,194-4.3% |
| Admin fee / account holder | $2,177 | $4,839-55.0% | $9,418-76.9% | $7,856-72.3% |