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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 | $154,709 | $25,014+518.5% | $69,701+122.0% | $80,874+91.3% |
| Participation rate | 27.1% | 64.2%-37.2pp | 66.4%-39.4pp | 67.6%-40.6pp |
| Annual return | 18.26% | 19.07%-0.8pp | 100.32%-82.1pp | 35.62%-17.4pp |
| Employer contribution / active EE | $923 | $993-7.1% | $1,713-46.2% | $2,756-66.5% |
| Participant deferral / active EE | $1,742 | $1,839-5.3% | $2,887-39.7% | $4,297-59.5% |
| Admin fee / account holder | $2,265 | $2,488-9.0% | $4,717-52.0% | $6,935-67.3% |