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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 | $144,838 | $81,487+77.7% | $102,412+41.4% | $80,935+79.0% |
| Participation rate | 31.6% | 66.8%-35.3pp | 74.5%-42.9pp | 67.7%-36.1pp |
| Annual return | 20.62% | 25.60%-5.0pp | 24.94%-4.3pp | 35.66%-15.0pp |
| Employer contribution / active EE | $1,161 | $3,103-62.6% | $3,870-70.0% | $2,757-57.9% |
| Participant deferral / active EE | $3,428 | $3,871-11.4% | $5,060-32.3% | $4,299-20.3% |
| Admin fee / account holder | $2,029 | $6,717-69.8% | $8,388-75.8% | $6,924-70.7% |