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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 | $159,697 | $77,574+105.9% | $108,753+46.8% | $86,983+83.6% |
| Participation rate | 45.2% | 62.3%-17.1pp | 71.1%-25.8pp | 69.5%-24.3pp |
| Annual return | 17.23% | 18.42%-1.2pp | 37.47%-20.2pp | 25.83%-8.6pp |
| Employer contribution / active EE | $833 | $1,611-48.3% | $2,427-65.7% | $2,584-67.8% |
| Participant deferral / active EE | $2,219 | $3,128-29.1% | $4,115-46.1% | $4,194-47.1% |
| Admin fee / account holder | $2,185 | $6,529-66.5% | $10,320-78.8% | $7,856-72.2% |