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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 | $147,152 | $95,904+53.4% | $173,730-15.3% | $64,340+128.7% |
| Participation rate | 45.1% | 60.6%-15.5pp | 79.6%-34.4pp | 55.2%-10.1pp |
| Annual return | 16.09% | 17.47%-1.4pp | 19.96%-3.9pp | 24.14%-8.1pp |
| Employer contribution / active EE | $805 | $2,323-65.4% | $4,577-82.4% | $1,862-56.8% |
| Participant deferral / active EE | $3,257 | $3,488-6.6% | $6,326-48.5% | $2,980+9.3% |
| Admin fee / account holder | $3,088 | $5,089-39.3% | $17,523-82.4% | $3,703-16.6% |