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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 | $99,875+85.8% | $146,866+26.3% | $86,983+113.3% |
| Participation rate | 21.1% | 75.8%-54.8pp | 82.5%-61.5pp | 69.5%-48.5pp |
| Annual return | 15.30% | 28.10%-12.8pp | 102.85%-87.6pp | 25.83%-10.5pp |
| Employer contribution / active EE | $975 | $3,224-69.8% | $4,425-78.0% | $2,584-62.3% |
| Participant deferral / active EE | $4,506 | $6,322-28.7% | $7,759-41.9% | $4,194+7.4% |
| Admin fee / account holder | $9,911 | $7,838+26.5% | $13,620-27.2% | $7,856+26.2% |