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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 | $153,892 | $58,512+163.0% | $84,020+83.2% | $72,983+110.9% |
| Participation rate | 23.3% | 61.2%-37.9pp | 69.0%-45.7pp | 69.5%-46.2pp |
| Annual return | 25.85% | 28.93%-3.1pp | 71.31%-45.5pp | 81.01%-55.2pp |
| Employer contribution / active EE | $840 | $1,163-27.8% | $1,984-57.6% | $2,440-65.6% |
| Participant deferral / active EE | $2,463 | $2,394+2.9% | $3,239-24.0% | $3,608-31.7% |
| Admin fee / account holder | $21,063 | $4,569+361.0% | $6,101+245.2% | $5,124+311.0% |