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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 | $149,155 | $70,418+111.8% | $96,570+54.5% | $85,847+73.7% |
| Participation rate | 42.9% | 61.8%-19.0pp | 69.8%-27.0pp | 69.3%-26.5pp |
| Annual return | 19.96% | 18.59%+1.4pp | 37.79%-17.8pp | 318.61%-298.6pp |
| Employer contribution / active EE | $947 | $1,413-33.0% | $2,357-59.8% | $2,565-63.1% |
| Participant deferral / active EE | $3,089 | $2,894+6.7% | $3,849-19.7% | $3,952-21.8% |
| Admin fee / account holder | $2,847 | $4,995-43.0% | $6,182-54.0% | $6,261-54.5% |