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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 | $143,709 | $57,061+151.9% | $85,063+68.9% | $80,911+77.6% |
| Participation rate | 34.2% | 56.3%-22.1pp | 67.5%-33.3pp | 67.6%-33.4pp |
| Annual return | 11.48% | 21.66%-10.2pp | 66.54%-55.1pp | 35.63%-24.2pp |
| Employer contribution / active EE | $883 | $1,799-50.9% | $2,727-67.6% | $2,756-68.0% |
| Participant deferral / active EE | $3,101 | $3,110-0.3% | $4,523-31.4% | $4,297-27.8% |
| Admin fee / account holder | $10,816 | $4,986+116.9% | $6,155+75.7% | $6,935+56.0% |