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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 | $168,148 | $94,031+78.8% | $115,768+45.2% | $82,448+103.9% |
| Participation rate | 43.1% | 70.4%-27.3pp | 74.4%-31.3pp | 68.1%-25.0pp |
| Annual return | 14.98% | 20.61%-5.6pp | 100.46%-85.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $965 | $2,323-58.5% | $2,940-67.2% | $2,551-62.2% |
| Participant deferral / active EE | $2,229 | $3,972-43.9% | $4,917-54.7% | $4,139-46.1% |
| Admin fee / account holder | $2,194 | $10,249-78.6% | $12,439-82.4% | $7,234-69.7% |