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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 | $156,382 | $72,027+117.1% | $185,861-15.9% | $79,856+95.8% |
| Participation rate | 37.7% | 65.8%-28.1pp | 78.0%-40.3pp | 69.6%-31.9pp |
| Annual return | 20.40% | 23.13%-2.7pp | 35.96%-15.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,143 | $1,965-41.8% | $4,088-72.0% | $2,471-53.7% |
| Participant deferral / active EE | $2,923 | $3,780-22.7% | $5,634-48.1% | $3,741-21.8% |
| Admin fee / account holder | $2,239 | $4,513-50.4% | $9,503-76.4% | $5,306-57.8% |