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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 | $140,415 | $58,512+140.0% | $84,020+67.1% | $72,983+92.4% |
| Participation rate | 32.9% | 61.2%-28.3pp | 69.0%-36.1pp | 69.5%-36.6pp |
| Annual return | 20.29% | 28.93%-8.6pp | 71.31%-51.0pp | 81.01%-60.7pp |
| Employer contribution / active EE | $930 | $1,163-20.0% | $1,984-53.1% | $2,440-61.9% |
| Participant deferral / active EE | $1,860 | $2,394-22.3% | $3,239-42.6% | $3,608-48.4% |
| Admin fee / account holder | $9,578 | $4,569+109.6% | $6,101+57.0% | $5,124+86.9% |