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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 | $182,669 | $57,590+217.2% | $86,233+111.8% | $82,448+121.6% |
| Participation rate | 26.5% | 57.9%-31.4pp | 69.0%-42.5pp | 68.1%-41.6pp |
| Annual return | 15.96% | 22.41%-6.5pp | 61.39%-45.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $924 | $1,655-44.2% | $2,504-63.1% | $2,551-63.8% |
| Participant deferral / active EE | $2,819 | $3,080-8.5% | $4,559-38.2% | $4,139-31.9% |
| Admin fee / account holder | $5,593 | $4,730+18.2% | $8,342-33.0% | $7,234-22.7% |