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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 | $151,250 | $112,729+34.2% | $98,716+53.2% | $137,256+10.2% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.3%-23.1pp | 80.0%-33.8pp |
| Annual return | 12.84% | 38.48%-25.6pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,405 | $2,725-48.5% | $2,279-38.4% | $4,156-66.2% |
| Participant deferral / active EE | $3,181 | $4,640-31.5% | $4,048-21.4% | $6,407-50.4% |
| Admin fee / account holder | $1,069 | $10,129-89.4% | $8,703-87.7% | $12,270-91.3% |