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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 | $180,932 | $88,672+104.0% | $105,223+72.0% | $82,448+119.5% |
| Participation rate | 30.8% | 67.9%-37.2pp | 75.0%-44.3pp | 68.1%-37.3pp |
| Annual return | 17.45% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,426 | $3,048-53.2% | $3,689-61.3% | $2,551-44.1% |
| Participant deferral / active EE | $3,579 | $4,036-11.3% | $5,072-29.4% | $4,139-13.5% |
| Admin fee / account holder | $3,868 | $7,146-45.9% | $8,859-56.3% | $7,234-46.5% |