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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 | $147,951 | $75,541+95.9% | $152,093-2.7% | $82,637+79.0% |
| Participation rate | 19.4% | 66.5%-47.2pp | 77.8%-58.4pp | 68.1%-48.7pp |
| Annual return | 19.03% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.5pp |
| Employer contribution / active EE | $354 | $2,622-86.5% | $4,175-91.5% | $2,552-86.1% |
| Participant deferral / active EE | $1,315 | $3,206-59.0% | $5,451-75.9% | $4,126-68.1% |
| Admin fee / account holder | $1,971 | $6,405-69.2% | $14,497-86.4% | $7,339-73.1% |