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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 | $153,445 | $59,123+159.5% | $77,183+98.8% | $75,181+104.1% |
| Participation rate | 18.6% | 63.9%-45.3pp | 69.6%-51.0pp | 67.2%-48.6pp |
| Annual return | 18.82% | 26.72%-7.9pp | 37.89%-19.1pp | 160.69%-141.9pp |
| Employer contribution / active EE | $968 | $1,996-51.5% | $2,534-61.8% | $2,671-63.7% |
| Participant deferral / active EE | $1,856 | $2,999-38.1% | $3,833-51.6% | $4,126-55.0% |
| Admin fee / account holder | $7,400 | $4,776+54.9% | $5,475+35.2% | $5,650+31.0% |