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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 | $74,535+99.2% | $100,712+47.4% | $82,637+79.7% |
| Participation rate | 16.0% | 61.2%-45.2pp | 69.3%-53.3pp | 68.1%-52.1pp |
| Annual return | 17.31% | 18.92%-1.6pp | 33.27%-16.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $464 | $1,503-69.1% | $2,313-79.9% | $2,552-81.8% |
| Participant deferral / active EE | $1,974 | $3,074-35.8% | $4,085-51.7% | $4,126-52.2% |
| Admin fee / account holder | $9,242 | $6,576+40.5% | $9,256-0.2% | $7,339+25.9% |