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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 | $159,304 | $77,814+104.7% | $158,223+0.7% | $86,983+83.1% |
| Participation rate | 42.0% | 68.4%-26.4pp | 79.2%-37.2pp | 69.5%-27.5pp |
| Annual return | 13.42% | 30.54%-17.1pp | 52.09%-38.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $890 | $2,592-65.7% | $4,109-78.3% | $2,584-65.6% |
| Participant deferral / active EE | $4,569 | $3,270+39.7% | $5,467-16.4% | $4,194+8.9% |
| Admin fee / account holder | $1,696 | $5,879-71.2% | $16,047-89.4% | $7,856-78.4% |