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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 | $155,875 | $103,164+51.1% | $90,259+72.7% | $154,746+0.7% |
| Participation rate | 20.0% | 76.1%-56.1pp | 70.7%-50.7pp | 80.7%-60.7pp |
| Annual return | 23.85% | 19.25%+4.6pp | 18.88%+5.0pp | 172.34%-148.5pp |
| Employer contribution / active EE | $575 | $2,532-77.3% | $2,291-74.9% | $4,379-86.9% |
| Participant deferral / active EE | $3,375 | $4,422-23.7% | $3,827-11.8% | $6,730-49.9% |
| Admin fee / account holder | $600 | $8,593-93.0% | $7,267-91.7% | $14,365-95.8% |