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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 | $57,119+151.6% | $85,187+68.7% | $80,935+77.6% |
| Participation rate | 34.2% | 56.4%-22.2pp | 67.5%-33.3pp | 67.7%-33.5pp |
| Annual return | 11.48% | 21.70%-10.2pp | 66.67%-55.2pp | 35.66%-24.2pp |
| Employer contribution / active EE | $883 | $1,802-51.0% | $2,732-67.7% | $2,757-68.0% |
| Participant deferral / active EE | $3,101 | $3,115-0.4% | $4,525-31.5% | $4,299-27.9% |
| Admin fee / account holder | $10,816 | $4,990+116.8% | $6,162+75.5% | $6,924+56.2% |