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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 | $154,924 | $110,137+40.7% | $161,149-3.9% | $82,637+87.5% |
| Participation rate | 22.0% | 72.4%-50.4pp | 78.8%-56.9pp | 68.1%-46.1pp |
| Annual return | 15.48% | 20.69%-5.2pp | 21.16%-5.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,155 | $2,856-59.6% | $4,360-73.5% | $2,552-54.8% |
| Participant deferral / active EE | $3,233 | $4,575-29.3% | $6,153-47.5% | $4,126-21.6% |
| Admin fee / account holder | $1,307 | $9,467-86.2% | $15,194-91.4% | $7,339-82.2% |