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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 | $112,729+34.2% | $98,716+53.3% | $137,256+10.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 20.95% | 38.48%-17.5pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $659 | $2,725-75.8% | $2,279-71.1% | $4,156-84.2% |
| Participant deferral / active EE | $5,928 | $4,640+27.8% | $4,048+46.5% | $6,407-7.5% |
| Admin fee / account holder | $573 | $10,129-94.3% | $8,703-93.4% | $12,270-95.3% |