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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 | $151,658 | $80,855+87.6% | $153,416-1.1% | $86,983+74.4% |
| Participation rate | 22.4% | 64.1%-41.8pp | 74.3%-52.0pp | 69.5%-47.2pp |
| Annual return | 18.33% | 16.18%+2.2pp | 17.84%+0.5pp | 25.83%-7.5pp |
| Employer contribution / active EE | $829 | $2,308-64.1% | $3,764-78.0% | $2,584-67.9% |
| Participant deferral / active EE | $1,906 | $3,333-42.8% | $4,723-59.6% | $4,194-54.5% |
| Admin fee / account holder | $14,474 | $6,908+109.5% | $13,095+10.5% | $7,856+84.2% |