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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 | $157,939 | $36,948+327.5% | $73,658+114.4% | $87,485+80.5% |
| Participation rate | 26.1% | 46.8%-20.7pp | 57.0%-31.0pp | 68.9%-42.8pp |
| Annual return | 23.80% | 28.64%-4.8pp | 29.72%-5.9pp | 26.06%-2.3pp |
| Employer contribution / active EE | $910 | $670+35.8% | $1,032-11.9% | $2,596-65.0% |
| Participant deferral / active EE | $2,031 | $1,379+47.3% | $2,062-1.5% | $4,274-52.5% |
| Admin fee / account holder | $19,303 | $2,531+662.7% | $3,357+475.1% | $7,775+148.3% |