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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 | $187,086 | $75,541+147.7% | $152,093+23.0% | $82,637+126.4% |
| Participation rate | 47.1% | 66.5%-19.5pp | 77.8%-30.7pp | 68.1%-21.0pp |
| Annual return | 16.21% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,095 | $2,622-58.3% | $4,175-73.8% | $2,552-57.1% |
| Participant deferral / active EE | $2,798 | $3,206-12.7% | $5,451-48.7% | $4,126-32.2% |
| Admin fee / account holder | $12,843 | $6,405+100.5% | $14,497-11.4% | $7,339+75.0% |