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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 | $149,606 | $99,345+50.6% | $84,753+76.5% | $273,972-45.4% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 7.23% | 22.93%-15.7pp | 22.78%-15.6pp | 41.46%-34.2pp |
| Employer contribution / active EE | $718 | $4,214-83.0% | $3,574-79.9% | $4,869-85.3% |
| Participant deferral / active EE | $3,585 | $4,270-16.0% | $3,712-3.4% | $5,287-32.2% |
| Admin fee / account holder | $2,315 | $6,645-65.2% | $5,333-56.6% | $10,133-77.2% |