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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 | $144,253 | $45,087+219.9% | $69,483+107.6% | $72,976+97.7% |
| Participation rate | 58.8% | 68.5%-9.7pp | 74.6%-15.8pp | 69.5%-10.7pp |
| Annual return | 12.75% | 22.67%-9.9pp | 28.99%-16.2pp | 81.02%-68.3pp |
| Employer contribution / active EE | $1,697 | $2,055-17.4% | $2,780-38.9% | $2,440-30.4% |
| Participant deferral / active EE | $3,718 | $2,603+42.8% | $3,537+5.1% | $3,608+3.1% |
| Admin fee / account holder | $4,920 | $3,057+60.9% | $3,841+28.1% | $5,124-4.0% |