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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 | $143,766 | $72,269+98.9% | $101,271+42.0% | $79,852+80.0% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 20.65% | 22.29%-1.6pp | 46.48%-25.8pp | 31.72%-11.1pp |
| Employer contribution / active EE | $651 | $2,692-75.8% | $3,660-82.2% | $2,471-73.7% |
| Participant deferral / active EE | $1,750 | $3,282-46.7% | $4,371-59.9% | $3,740-53.2% |
| Admin fee / account holder | $1,110 | $4,401-74.8% | $5,948-81.3% | $5,306-79.1% |