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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 | $63,809+139.0% | $81,353+87.5% | $80,935+88.4% |
| Participation rate | 40.8% | 63.9%-23.1pp | 69.5%-28.7pp | 67.7%-26.9pp |
| Annual return | 24.33% | 16.37%+8.0pp | 24.82%-0.5pp | 35.66%-11.3pp |
| Employer contribution / active EE | $1,245 | $1,981-37.2% | $2,464-49.5% | $2,757-54.9% |
| Participant deferral / active EE | $2,059 | $3,093-33.4% | $3,885-47.0% | $4,299-52.1% |
| Admin fee / account holder | $3,796 | $5,686-33.2% | $5,766-34.2% | $6,924-45.2% |