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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 | $164,566 | $109,620+50.1% | $148,496+10.8% | $94,015+75.0% |
| Participation rate | 29.0% | 71.3%-42.2pp | 76.0%-47.0pp | 70.8%-41.8pp |
| Annual return | 11.24% | 17.54%-6.3pp | 12.33%-1.1pp | 17.84%-6.6pp |
| Employer contribution / active EE | $785 | $2,618-70.0% | $3,497-77.5% | $2,790-71.8% |
| Participant deferral / active EE | $1,855 | $3,831-51.6% | $4,808-61.4% | $4,249-56.4% |
| Admin fee / account holder | $527 | $10,050-94.8% | $19,547-97.3% | $8,951-94.1% |