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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 | $159,202 | $81,487+95.4% | $102,412+55.5% | $80,935+96.7% |
| Participation rate | 43.6% | 66.8%-23.3pp | 74.5%-30.9pp | 67.7%-24.1pp |
| Annual return | 13.91% | 25.60%-11.7pp | 24.94%-11.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $820 | $3,103-73.6% | $3,870-78.8% | $2,757-70.3% |
| Participant deferral / active EE | $1,967 | $3,871-49.2% | $5,060-61.1% | $4,299-54.2% |
| Admin fee / account holder | $19,084 | $6,717+184.1% | $8,388+127.5% | $6,924+175.6% |