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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 | $178,396 | $54,541+227.1% | $78,778+126.5% | $70,126+154.4% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.2%-20.7pp | 69.5%-21.1pp |
| Annual return | 16.70% | 21.07%-4.4pp | 35.62%-18.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,673 | $1,089+145.6% | $1,986+34.6% | $2,343+14.1% |
| Participant deferral / active EE | $2,299 | $2,210+4.0% | $2,958-22.3% | $3,332-31.0% |
| Admin fee / account holder | $2,361 | $3,709-36.3% | $5,134-54.0% | $4,645-49.2% |