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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 | $115,225+47.1% | $100,712+68.3% | $138,895+22.0% |
| Participation rate | 30.0% | 74.3%-44.3pp | 69.3%-39.3pp | 79.9%-49.9pp |
| Annual return | 13.97% | 40.35%-26.4pp | 33.27%-19.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,456 | $2,771-47.5% | $2,313-37.0% | $4,194-65.3% |
| Participant deferral / active EE | $2,860 | $4,699-39.1% | $4,085-30.0% | $6,396-55.3% |
| Admin fee / account holder | $922 | $10,844-91.5% | $9,256-90.0% | $12,562-92.7% |