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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 | $175,790 | $74,535+135.8% | $100,712+74.5% | $82,637+112.7% |
| Participation rate | 41.3% | 61.2%-19.9pp | 69.3%-28.0pp | 68.1%-26.8pp |
| Annual return | 14.27% | 18.92%-4.7pp | 33.27%-19.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $930 | $1,503-38.1% | $2,313-59.8% | $2,552-63.6% |
| Participant deferral / active EE | $2,837 | $3,074-7.7% | $4,085-30.5% | $4,126-31.2% |
| Admin fee / account holder | $3,809 | $6,576-42.1% | $9,256-58.9% | $7,339-48.1% |