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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 | $158,701 | $50,972+211.4% | $88,538+79.2% | $72,975+117.5% |
| Participation rate | 55.6% | 63.4%-7.8pp | 68.7%-13.2pp | 69.5%-13.9pp |
| Annual return | 22.39% | 29.62%-7.2pp | 43.64%-21.2pp | 81.01%-58.6pp |
| Employer contribution / active EE | $556 | $1,475-62.3% | $2,098-73.5% | $2,440-77.2% |
| Participant deferral / active EE | $2,518 | $2,230+12.9% | $2,914-13.6% | $3,608-30.2% |
| Admin fee / account holder | $3,710 | $3,230+14.8% | $4,310-13.9% | $5,124-27.6% |