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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 | $151,412 | $87,106+73.8% | $105,607+43.4% | $80,935+87.1% |
| Participation rate | 27.0% | 70.4%-43.4pp | 75.3%-48.2pp | 67.7%-40.6pp |
| Annual return | 11.30% | 17.01%-5.7pp | 116.11%-104.8pp | 35.66%-24.4pp |
| Employer contribution / active EE | $980 | $2,396-59.1% | $3,167-69.0% | $2,757-64.4% |
| Participant deferral / active EE | $4,100 | $3,986+2.9% | $5,011-18.2% | $4,299-4.6% |
| Admin fee / account holder | $2,115 | $8,447-75.0% | $10,958-80.7% | $6,924-69.5% |