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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 | $135,555 | $97,550+39.0% | $120,344+12.6% | $87,485+54.9% |
| Participation rate | 45.7% | 72.8%-27.2pp | 76.7%-31.1pp | 68.9%-23.3pp |
| Annual return | 18.52% | 18.41%+0.1pp | 20.30%-1.8pp | 26.06%-7.5pp |
| Employer contribution / active EE | $851 | $2,291-62.8% | $3,020-71.8% | $2,596-67.2% |
| Participant deferral / active EE | $2,354 | $4,230-44.4% | $5,135-54.2% | $4,274-44.9% |
| Admin fee / account holder | $48,579 | $9,543+409.1% | $12,742+281.3% | $7,775+524.8% |