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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 | $152,630 | $90,400+68.8% | $186,193-18.0% | $87,485+74.5% |
| Participation rate | 57.7% | 66.2%-8.5pp | 77.1%-19.4pp | 68.9%-11.2pp |
| Annual return | 15.34% | 22.15%-6.8pp | 78.03%-62.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $654 | $2,170-69.8% | $3,918-83.3% | $2,596-74.8% |
| Participant deferral / active EE | $3,031 | $4,330-30.0% | $6,513-53.5% | $4,274-29.1% |
| Admin fee / account holder | $564 | $8,673-93.5% | $11,058-94.9% | $7,775-92.7% |