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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 | $58,627+151.0% | $76,735+91.7% | $82,448+78.5% |
| Participation rate | 42.3% | 63.2%-21.0pp | 69.5%-27.2pp | 68.1%-25.8pp |
| Annual return | 16.39% | 39.10%-22.7pp | 29.77%-13.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $596 | $1,729-65.6% | $2,454-75.7% | $2,551-76.6% |
| Participant deferral / active EE | $3,069 | $3,134-2.0% | $4,088-24.9% | $4,139-25.8% |
| Admin fee / account holder | $4,399 | $5,323-17.3% | $7,189-38.8% | $7,234-39.2% |