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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 | $154,745 | $81,504+89.9% | $102,437+51.1% | $80,959+91.1% |
| Participation rate | 17.7% | 66.9%-49.1pp | 74.5%-56.8pp | 67.7%-49.9pp |
| Annual return | 15.09% | 25.60%-10.5pp | 24.95%-9.9pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,392 | $3,104-55.1% | $3,871-64.0% | $2,757-49.5% |
| Participant deferral / active EE | $2,541 | $3,871-34.3% | $5,060-49.8% | $4,300-40.9% |
| Admin fee / account holder | $3,244 | $6,719-51.7% | $8,388-61.3% | $6,925-53.2% |