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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 | $73,787+123.8% | $98,716+67.3% | $82,448+100.3% |
| Participation rate | 53.7% | 61.4%-7.7pp | 69.3%-15.6pp | 68.1%-14.4pp |
| Annual return | 15.43% | 18.57%-3.1pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,117 | $1,511-26.1% | $2,279-51.0% | $2,551-56.2% |
| Participant deferral / active EE | $2,050 | $3,081-33.5% | $4,048-49.3% | $4,139-50.5% |
| Admin fee / account holder | $3,244 | $6,500-50.1% | $8,703-62.7% | $7,234-55.2% |