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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 | $180,416 | $89,259+102.1% | $107,187+68.3% | $82,637+118.3% |
| Participation rate | 36.8% | 67.9%-31.1pp | 75.0%-38.2pp | 68.1%-31.2pp |
| Annual return | 19.53% | 21.02%-1.5pp | 204.55%-185.0pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,565 | $3,080-49.2% | $3,782-58.6% | $2,552-38.7% |
| Participant deferral / active EE | $3,460 | $4,037-14.3% | $5,096-32.1% | $4,126-16.1% |
| Admin fee / account holder | $539 | $7,381-92.7% | $9,162-94.1% | $7,339-92.7% |