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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 | $153,276 | $54,541+181.0% | $78,778+94.6% | $70,124+118.6% |
| Participation rate | 50.8% | 60.8%-10.0pp | 69.2%-18.4pp | 69.5%-18.8pp |
| Annual return | 14.70% | 21.07%-6.4pp | 35.62%-20.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,124 | $1,089+3.3% | $1,986-43.4% | $2,342-52.0% |
| Participant deferral / active EE | $4,670 | $2,210+111.3% | $2,958+57.9% | $3,332+40.2% |
| Admin fee / account holder | $3,285 | $3,709-11.4% | $5,134-36.0% | $4,645-29.3% |