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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 | $144,516 | $99,345+45.5% | $84,753+70.5% | $273,972-47.3% |
| Participation rate | 65.2% | 80.7%-15.5pp | 76.6%-11.4pp | 83.0%-17.8pp |
| Annual return | 7.00% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,971 | $4,214-53.2% | $3,574-44.9% | $4,869-59.5% |
| Participant deferral / active EE | $3,255 | $4,270-23.8% | $3,712-12.3% | $5,287-38.4% |
| Admin fee / account holder | $1,146 | $6,645-82.7% | $5,333-78.5% | $10,133-88.7% |