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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 | $147,083 | $74,535+97.3% | $100,712+46.0% | $82,637+78.0% |
| Participation rate | 32.0% | 61.2%-29.2pp | 69.3%-37.3pp | 68.1%-36.1pp |
| Annual return | 17.98% | 18.92%-0.9pp | 33.27%-15.3pp | 53.51%-35.5pp |
| Employer contribution / active EE | $712 | $1,503-52.6% | $2,313-69.2% | $2,552-72.1% |
| Participant deferral / active EE | $2,162 | $3,074-29.7% | $4,085-47.1% | $4,126-47.6% |
| Admin fee / account holder | $3,764 | $6,576-42.8% | $9,256-59.3% | $7,339-48.7% |