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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 | $157,784 | $101,798+55.0% | $165,071-4.4% | $80,935+95.0% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.7%-42.7pp |
| Annual return | 14.48% | 16.73%-2.2pp | 70.17%-55.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $962 | $2,954-67.4% | $4,347-77.9% | $2,757-65.1% |
| Participant deferral / active EE | $2,627 | $4,476-41.3% | $6,035-56.5% | $4,299-38.9% |
| Admin fee / account holder | $30,836 | $8,221+275.1% | $12,695+142.9% | $6,924+345.3% |