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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 | $163,441 | $58,848+177.7% | $88,179+85.4% | $82,637+97.8% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.1%-19.1pp | 68.1%-18.1pp |
| Annual return | 16.72% | 22.76%-6.0pp | 64.97%-48.3pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,774 | $1,678+5.7% | $2,549-30.4% | $2,552-30.5% |
| Participant deferral / active EE | $3,986 | $3,124+27.6% | $4,614-13.6% | $4,126-3.4% |
| Admin fee / account holder | $3,070 | $4,795-36.0% | $7,673-60.0% | $7,339-58.2% |