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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 | $166,347 | $74,535+123.2% | $100,712+65.2% | $82,637+101.3% |
| Participation rate | 53.8% | 61.2%-7.3pp | 69.3%-15.4pp | 68.1%-14.2pp |
| Annual return | 17.80% | 18.92%-1.1pp | 33.27%-15.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,332 | $1,503-11.4% | $2,313-42.4% | $2,552-47.8% |
| Participant deferral / active EE | $7,831 | $3,074+154.7% | $4,085+91.7% | $4,126+89.8% |
| Admin fee / account holder | $757 | $6,576-88.5% | $9,256-91.8% | $7,339-89.7% |