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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 | $162,978 | $73,787+120.9% | $98,716+65.1% | $82,448+97.7% |
| Participation rate | 25.0% | 61.4%-36.4pp | 69.3%-44.3pp | 68.1%-43.1pp |
| Annual return | 15.98% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $562 | $1,511-62.8% | $2,279-75.3% | $2,551-78.0% |
| Participant deferral / active EE | $1,886 | $3,081-38.8% | $4,048-53.4% | $4,139-54.4% |
| Admin fee / account holder | $1,851 | $6,500-71.5% | $8,703-78.7% | $7,234-74.4% |