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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 | $166,776 | $79,961+108.6% | $98,462+69.4% | $75,177+121.8% |
| Participation rate | 27.8% | 70.4%-42.6pp | 75.2%-47.4pp | 67.2%-39.4pp |
| Annual return | 16.61% | 19.75%-3.1pp | 21.17%-4.6pp | 160.75%-144.1pp |
| Employer contribution / active EE | $955 | $2,264-57.8% | $3,049-68.7% | $2,671-64.2% |
| Participant deferral / active EE | $2,511 | $3,753-33.1% | $4,738-47.0% | $4,126-39.2% |
| Admin fee / account holder | $2,563 | $6,842-62.5% | $8,875-71.1% | $5,651-54.6% |