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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 | $152,518 | $64,462+136.6% | $81,482+87.2% | $80,911+88.5% |
| Participation rate | 40.8% | 63.9%-23.1pp | 69.5%-28.7pp | 67.6%-26.9pp |
| Annual return | 24.33% | 16.35%+8.0pp | 24.79%-0.5pp | 35.63%-11.3pp |
| Employer contribution / active EE | $1,245 | $1,979-37.1% | $2,463-49.5% | $2,756-54.8% |
| Participant deferral / active EE | $2,059 | $3,094-33.4% | $3,885-47.0% | $4,297-52.1% |
| Admin fee / account holder | $3,796 | $5,678-33.1% | $5,761-34.1% | $6,935-45.3% |