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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 | $146,804 | $86,940+68.9% | $102,434+43.3% | $80,935+81.4% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 23.41% | 18.89%+4.5pp | 29.46%-6.0pp | 35.66%-12.2pp |
| Employer contribution / active EE | $1,416 | $2,370-40.3% | $3,023-53.2% | $2,757-48.6% |
| Participant deferral / active EE | $2,857 | $4,121-30.7% | $5,055-43.5% | $4,299-33.6% |
| Admin fee / account holder | $1,203 | $8,047-85.1% | $9,462-87.3% | $6,924-82.6% |