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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 | $147,132 | $69,444+111.9% | $92,985+58.2% | $87,485+68.2% |
| Participation rate | 42.3% | 63.3%-21.0pp | 69.5%-27.2pp | 68.9%-26.7pp |
| Annual return | 16.39% | 23.85%-7.5pp | 27.99%-11.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $596 | $1,917-68.9% | $2,662-77.6% | $2,596-77.1% |
| Participant deferral / active EE | $3,069 | $3,364-8.8% | $4,377-29.9% | $4,274-28.2% |
| Admin fee / account holder | $4,399 | $6,137-28.3% | $9,463-53.5% | $7,775-43.4% |