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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 | $165,107 | $76,834+114.9% | $108,359+52.4% | $87,485+88.7% |
| Participation rate | 53.7% | 61.7%-8.0pp | 70.1%-16.4pp | 68.9%-15.2pp |
| Annual return | 15.43% | 19.09%-3.7pp | 36.89%-21.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,117 | $1,556-28.2% | $2,399-53.4% | $2,596-57.0% |
| Participant deferral / active EE | $2,050 | $3,100-33.9% | $4,137-50.4% | $4,274-52.0% |
| Admin fee / account holder | $3,244 | $6,537-50.4% | $9,741-66.7% | $7,775-58.3% |