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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 | $141,900 | $73,955+91.9% | $96,520+47.0% | $75,181+88.7% |
| Participation rate | 28.1% | 66.4%-38.3pp | 74.3%-46.2pp | 67.2%-39.1pp |
| Annual return | 18.26% | 26.72%-8.5pp | 35.72%-17.5pp | 160.69%-142.4pp |
| Employer contribution / active EE | $1,462 | $2,930-50.1% | $3,739-60.9% | $2,671-45.2% |
| Participant deferral / active EE | $2,357 | $3,659-35.6% | $4,879-51.7% | $4,126-42.9% |
| Admin fee / account holder | $1,699 | $5,217-67.4% | $6,733-74.8% | $5,650-69.9% |