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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 | $149,790 | $100,194+49.5% | $122,979+21.8% | $86,983+72.2% |
| Participation rate | 60.0% | 73.0%-13.0pp | 77.2%-17.2pp | 69.5%-9.5pp |
| Annual return | 12.67% | 16.47%-3.8pp | 20.12%-7.4pp | 25.83%-13.2pp |
| Employer contribution / active EE | $1,646 | $2,326-29.2% | $3,062-46.3% | $2,584-36.3% |
| Participant deferral / active EE | $3,171 | $4,133-23.3% | $5,003-36.6% | $4,194-24.4% |
| Admin fee / account holder | $5,993 | $10,148-40.9% | $12,864-53.4% | $7,856-23.7% |