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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 | $182,864 | $76,407+139.3% | $150,298+21.7% | $82,448+121.8% |
| Participation rate | 44.1% | 66.4%-22.3pp | 77.8%-33.6pp | 68.1%-24.0pp |
| Annual return | 21.88% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,085 | $2,614-58.5% | $4,154-73.9% | $2,551-57.5% |
| Participant deferral / active EE | $3,264 | $3,214+1.5% | $5,453-40.1% | $4,139-21.2% |
| Admin fee / account holder | $3,745 | $6,352-41.0% | $14,116-73.5% | $7,234-48.2% |