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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 | $155,451 | $36,948+320.7% | $73,658+111.0% | $87,485+77.7% |
| Participation rate | 21.1% | 46.8%-25.8pp | 57.0%-36.0pp | 68.9%-47.9pp |
| Annual return | 14.64% | 28.64%-14.0pp | 29.72%-15.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $521 | $670-22.2% | $1,032-49.5% | $2,596-79.9% |
| Participant deferral / active EE | $2,156 | $1,379+56.3% | $2,062+4.6% | $4,274-49.5% |
| Admin fee / account holder | $1,224 | $2,531-51.6% | $3,357-63.5% | $7,775-84.3% |