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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 | $185,525 | $106,864+73.6% | $147,318+25.9% | $82,637+124.5% |
| Participation rate | 21.1% | 75.5%-54.5pp | 82.1%-61.0pp | 68.1%-47.0pp |
| Annual return | 15.30% | 27.49%-12.2pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $975 | $3,417-71.5% | $4,593-78.8% | $2,552-61.8% |
| Participant deferral / active EE | $4,506 | $6,496-30.6% | $7,906-43.0% | $4,126+9.2% |
| Admin fee / account holder | $9,911 | $8,415+17.8% | $13,708-27.7% | $7,339+35.1% |