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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 | $151,314 | $124,980+21.1% | $108,359+39.6% | $154,746-2.2% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 20.95% | 45.00%-24.1pp | 36.89%-15.9pp | 172.34%-151.4pp |
| Employer contribution / active EE | $659 | $2,851-76.9% | $2,399-72.5% | $4,379-85.0% |
| Participant deferral / active EE | $5,928 | $4,743+25.0% | $4,137+43.3% | $6,730-11.9% |
| Admin fee / account holder | $573 | $11,502-95.0% | $9,741-94.1% | $14,365-96.0% |