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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 | $142,970 | $109,620+30.4% | $148,496-3.7% | $94,015+52.1% |
| Participation rate | 50.0% | 71.3%-21.3pp | 76.0%-26.0pp | 70.8%-20.8pp |
| Annual return | 18.33% | 17.54%+0.8pp | 12.33%+6.0pp | 17.84%+0.5pp |
| Employer contribution / active EE | $1,261 | $2,618-51.8% | $3,497-64.0% | $2,790-54.8% |
| Participant deferral / active EE | $2,228 | $3,831-41.8% | $4,808-53.7% | $4,249-47.6% |
| Admin fee / account holder | $8,840 | $10,050-12.0% | $19,547-54.8% | $8,951-1.2% |