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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 | $164,961 | $87,059+89.5% | $105,608+56.2% | $80,925+103.8% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-42.0pp | 67.7%-34.3pp |
| Annual return | 12.21% | 17.05%-4.8pp | 116.50%-104.3pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,163 | $2,396-51.5% | $3,167-63.3% | $2,756-57.8% |
| Participant deferral / active EE | $2,456 | $3,986-38.4% | $5,010-51.0% | $4,299-42.9% |
| Admin fee / account holder | $2,516 | $8,443-70.2% | $11,028-77.2% | $6,940-63.7% |