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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 | $150,596 | $94,439+59.5% | $73,658+104.5% | $154,746-2.7% |
| Participation rate | 45.8% | 64.7%-18.8pp | 57.0%-11.2pp | 80.7%-34.9pp |
| Annual return | 14.21% | 28.25%-14.0pp | 29.72%-15.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $427 | $1,257-66.0% | $1,032-58.6% | $4,379-90.3% |
| Participant deferral / active EE | $979 | $2,527-61.2% | $2,062-52.5% | $6,730-85.5% |
| Admin fee / account holder | $1,901 | $3,843-50.5% | $3,357-43.4% | $14,365-86.8% |