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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 | $87,060+73.9% | $105,591+43.4% | $80,911+87.1% |
| Participation rate | 27.0% | 70.4%-43.4pp | 75.3%-48.3pp | 67.6%-40.6pp |
| Annual return | 11.30% | 17.05%-5.7pp | 116.43%-105.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $980 | $2,396-59.1% | $3,166-69.0% | $2,756-64.4% |
| Participant deferral / active EE | $4,100 | $3,986+2.9% | $5,008-18.1% | $4,297-4.6% |
| Admin fee / account holder | $2,115 | $8,442-75.0% | $11,024-80.8% | $6,935-69.5% |