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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 | $148,197 | $67,606+119.2% | $82,313+80.0% | $70,124+111.3% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.9%-19.0pp | 69.5%-11.6pp |
| Annual return | 18.93% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,533 | $1,755-12.6% | $2,428-36.9% | $2,342-34.5% |
| Participant deferral / active EE | $2,520 | $2,987-15.6% | $3,706-32.0% | $3,332-24.4% |
| Admin fee / account holder | $683 | $4,512-84.9% | $5,608-87.8% | $4,645-85.3% |