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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 | $145,128 | $67,602+114.7% | $82,312+76.3% | $70,126+107.0% |
| Participation rate | 51.4% | 72.8%-21.3pp | 76.9%-25.5pp | 69.5%-18.1pp |
| Annual return | 12.25% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $465 | $1,755-73.5% | $2,428-80.9% | $2,343-80.2% |
| Participant deferral / active EE | $2,357 | $2,987-21.1% | $3,706-36.4% | $3,332-29.2% |
| Admin fee / account holder | $3,181 | $4,512-29.5% | $5,608-43.3% | $4,645-31.5% |