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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 | $169,480 | $112,729+50.3% | $98,716+71.7% | $137,256+23.5% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.3%-39.3pp | 80.0%-50.0pp |
| Annual return | 13.97% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,456 | $2,725-46.6% | $2,279-36.1% | $4,156-65.0% |
| Participant deferral / active EE | $2,860 | $4,640-38.4% | $4,048-29.4% | $6,407-55.4% |
| Admin fee / account holder | $922 | $10,129-90.9% | $8,703-89.4% | $12,270-92.5% |