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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 | $149,791 | $95,453+56.9% | $112,040+33.7% | $82,448+81.7% |
| Participation rate | 51.9% | 72.8%-20.9pp | 76.5%-24.6pp | 68.1%-16.2pp |
| Annual return | 13.96% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,454 | $2,318-37.3% | $2,954-50.8% | $2,551-43.0% |
| Participant deferral / active EE | $2,487 | $4,224-41.1% | $5,098-51.2% | $4,139-39.9% |
| Admin fee / account holder | $3,185 | $9,013-64.7% | $12,098-73.7% | $7,234-56.0% |