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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 | $155,047 | $112,729+37.5% | $98,716+57.1% | $137,256+13.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 15.64% | 38.48%-22.8pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $813 | $2,725-70.2% | $2,279-64.3% | $4,156-80.4% |
| Participant deferral / active EE | $2,730 | $4,640-41.2% | $4,048-32.6% | $6,407-57.4% |
| Admin fee / account holder | $748 | $10,129-92.6% | $8,703-91.4% | $12,270-93.9% |