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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 | $148,464 | $73,787+101.2% | $98,716+50.4% | $82,448+80.1% |
| Participation rate | 16.0% | 61.4%-45.4pp | 69.3%-53.3pp | 68.1%-52.1pp |
| Annual return | 17.31% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $464 | $1,511-69.3% | $2,279-79.6% | $2,551-81.8% |
| Participant deferral / active EE | $1,974 | $3,081-36.0% | $4,048-51.2% | $4,139-52.3% |
| Admin fee / account holder | $9,242 | $6,500+42.2% | $8,703+6.2% | $7,234+27.8% |