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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 | $158,348 | $81,504+94.3% | $102,437+54.6% | $80,959+95.6% |
| Participation rate | 39.3% | 66.9%-27.6pp | 74.5%-35.2pp | 67.7%-28.4pp |
| Annual return | 10.96% | 25.60%-14.6pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,437 | $3,104-53.7% | $3,871-62.9% | $2,757-47.9% |
| Participant deferral / active EE | $5,720 | $3,871+47.8% | $5,060+13.0% | $4,300+33.0% |
| Admin fee / account holder | $1,603 | $6,719-76.1% | $8,388-80.9% | $6,925-76.9% |