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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 | $153,362 | $94,439+62.4% | $73,658+108.2% | $154,746-0.9% |
| Participation rate | 22.7% | 64.7%-41.9pp | 57.0%-34.3pp | 80.7%-58.0pp |
| Annual return | 14.98% | 28.25%-13.3pp | 29.72%-14.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $525 | $1,257-58.2% | $1,032-49.1% | $4,379-88.0% |
| Participant deferral / active EE | $2,617 | $2,527+3.6% | $2,062+26.9% | $6,730-61.1% |
| Admin fee / account holder | $2,914 | $3,843-24.2% | $3,357-13.2% | $14,365-79.7% |