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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 | $146,226 | $63,365+130.8% | $91,994+59.0% | $72,976+100.4% |
| Participation rate | 53.1% | 72.5%-19.4pp | 78.6%-25.5pp | 69.5%-16.4pp |
| Annual return | 25.61% | 35.35%-9.7pp | 69.04%-43.4pp | 81.02%-55.4pp |
| Employer contribution / active EE | $1,211 | $2,116-42.8% | $3,453-64.9% | $2,440-50.4% |
| Participant deferral / active EE | $3,843 | $4,883-21.3% | $5,924-35.1% | $3,608+6.5% |
| Admin fee / account holder | $8,305 | $4,670+77.9% | $7,744+7.2% | $5,124+62.1% |