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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 | $175,016 | $86,940+101.3% | $102,434+70.9% | $80,935+116.2% |
| Participation rate | 29.7% | 72.4%-42.7pp | 76.5%-46.8pp | 67.7%-37.9pp |
| Annual return | 12.05% | 18.89%-6.8pp | 29.46%-17.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,325 | $2,370-44.1% | $3,023-56.2% | $2,757-51.9% |
| Participant deferral / active EE | $3,822 | $4,121-7.3% | $5,055-24.4% | $4,299-11.1% |
| Admin fee / account holder | $1,051 | $8,047-86.9% | $9,462-88.9% | $6,924-84.8% |