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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 | $149,178 | $86,938+71.6% | $102,423+45.6% | $80,925+84.3% |
| Participation rate | 24.3% | 72.4%-48.1pp | 76.5%-52.2pp | 67.7%-43.4pp |
| Annual return | 12.45% | 18.89%-6.4pp | 29.42%-17.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,292 | $2,369-45.5% | $3,023-57.3% | $2,756-53.1% |
| Participant deferral / active EE | $1,864 | $4,120-54.8% | $5,054-63.1% | $4,299-56.6% |
| Admin fee / account holder | $9,438 | $8,053+17.2% | $9,455-0.2% | $6,940+36.0% |