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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 | $87,166+111.6% | $76,735+140.4% | $137,256+34.4% |
| Participation rate | 35.3% | 74.4%-39.1pp | 69.5%-34.2pp | 80.0%-44.7pp |
| Annual return | 15.35% | 26.50%-11.1pp | 29.77%-14.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,114 | $2,904-61.7% | $2,454-54.6% | $4,156-73.2% |
| Participant deferral / active EE | $3,849 | $4,726-18.6% | $4,088-5.8% | $6,407-39.9% |
| Admin fee / account holder | $1,327 | $8,403-84.2% | $7,189-81.5% | $12,270-89.2% |