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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 | $146,030 | $72,486+101.5% | $87,103+67.7% | $72,976+100.1% |
| Participation rate | 37.9% | 72.8%-34.9pp | 76.9%-38.9pp | 69.5%-31.6pp |
| Annual return | 18.58% | 24.46%-5.9pp | 28.19%-9.6pp | 81.02%-62.4pp |
| Employer contribution / active EE | $831 | $1,894-56.1% | $2,521-67.0% | $2,440-65.9% |
| Participant deferral / active EE | $2,030 | $3,270-37.9% | $4,049-49.8% | $3,608-43.7% |
| Admin fee / account holder | $2,786 | $5,055-44.9% | $7,491-62.8% | $5,124-45.6% |