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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 | $165,023 | $67,602+144.1% | $82,312+100.5% | $70,126+135.3% |
| Participation rate | 28.0% | 72.8%-44.8pp | 76.9%-48.9pp | 69.5%-41.5pp |
| Annual return | 19.79% | 21.57%-1.8pp | 25.88%-6.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,043 | $1,755-40.6% | $2,428-57.0% | $2,343-55.5% |
| Participant deferral / active EE | $2,240 | $2,987-25.0% | $3,706-39.6% | $3,332-32.8% |
| Admin fee / account holder | $548 | $4,512-87.9% | $5,608-90.2% | $4,645-88.2% |