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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 | $146,542 | $74,535+96.6% | $100,712+45.5% | $82,637+77.3% |
| Participation rate | 31.3% | 61.2%-29.8pp | 69.3%-38.0pp | 68.1%-36.7pp |
| Annual return | 18.94% | 18.92%0pp | 33.27%-14.3pp | 53.51%-34.6pp |
| Employer contribution / active EE | $623 | $1,503-58.6% | $2,313-73.1% | $2,552-75.6% |
| Participant deferral / active EE | $2,863 | $3,074-6.9% | $4,085-29.9% | $4,126-30.6% |
| Admin fee / account holder | $9,818 | $6,576+49.3% | $9,256+6.1% | $7,339+33.8% |