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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 | $143,647 | $93,617+53.4% | $135,982+5.6% | $75,177+91.1% |
| Participation rate | 63.4% | 75.2%-11.8pp | 81.9%-18.5pp | 67.2%-3.8pp |
| Annual return | 18.58% | 30.89%-12.3pp | 68.32%-49.7pp | 160.75%-142.2pp |
| Employer contribution / active EE | $870 | $3,538-75.4% | $4,859-82.1% | $2,671-67.4% |
| Participant deferral / active EE | $4,736 | $6,406-26.1% | $7,760-39.0% | $4,126+14.8% |
| Admin fee / account holder | $5,202 | $6,980-25.5% | $10,767-51.7% | $5,651-7.9% |