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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 | $74,535+121.5% | $100,712+63.9% | $82,637+99.8% |
| Participation rate | 53.7% | 61.2%-7.5pp | 69.3%-15.6pp | 68.1%-14.4pp |
| Annual return | 15.43% | 18.92%-3.5pp | 33.27%-17.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,117 | $1,503-25.6% | $2,313-51.7% | $2,552-56.2% |
| Participant deferral / active EE | $2,050 | $3,074-33.3% | $4,085-49.8% | $4,126-50.3% |
| Admin fee / account holder | $3,244 | $6,576-50.7% | $9,256-65.0% | $7,339-55.8% |