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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 | $173,237 | $99,053+74.9% | $88,179+96.5% | $138,895+24.7% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.1%-46.9pp | 79.9%-57.7pp |
| Annual return | 16.78% | 78.17%-61.4pp | 64.97%-48.2pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,166 | $2,882-59.5% | $2,549-54.2% | $4,194-72.2% |
| Participant deferral / active EE | $3,937 | $5,225-24.7% | $4,614-14.7% | $6,396-38.4% |
| Admin fee / account holder | $2,640 | $8,748-69.8% | $7,673-65.6% | $12,562-79.0% |