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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 | $79,894+89.8% | $135,792+11.7% | $82,637+83.5% |
| Participation rate | 22.4% | 63.0%-40.6pp | 72.6%-50.2pp | 68.1%-45.7pp |
| Annual return | 18.33% | 17.20%+1.1pp | 25.96%-7.6pp | 53.51%-35.2pp |
| Employer contribution / active EE | $829 | $2,165-61.7% | $3,496-76.3% | $2,552-67.5% |
| Participant deferral / active EE | $1,906 | $3,194-40.3% | $4,759-59.9% | $4,126-53.8% |
| Admin fee / account holder | $14,474 | $6,434+125.0% | $12,266+18.0% | $7,339+97.2% |