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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 | $154,801 | $72,269+114.2% | $101,271+52.9% | $79,852+93.9% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 13.05% | 22.29%-9.2pp | 46.48%-33.4pp | 31.72%-18.7pp |
| Employer contribution / active EE | $638 | $2,692-76.3% | $3,660-82.6% | $2,471-74.2% |
| Participant deferral / active EE | $2,950 | $3,282-10.1% | $4,371-32.5% | $3,740-21.1% |
| Admin fee / account holder | $5,919 | $4,401+34.5% | $5,948-0.5% | $5,306+11.5% |