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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 | $184,466 | $107,733+71.2% | $92,985+98.4% | $154,746+19.2% |
| Participation rate | 35.3% | 74.6%-39.3pp | 69.5%-34.2pp | 80.7%-45.4pp |
| Annual return | 15.35% | 30.39%-15.0pp | 27.99%-12.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,114 | $3,126-64.4% | $2,662-58.2% | $4,379-74.6% |
| Participant deferral / active EE | $3,849 | $5,053-23.8% | $4,377-12.1% | $6,730-42.8% |
| Admin fee / account holder | $1,327 | $11,369-88.3% | $9,463-86.0% | $14,365-90.8% |