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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 | $78,690+132.4% | $161,489+13.2% | $87,485+109.0% |
| Participation rate | 44.1% | 67.5%-23.3pp | 78.7%-34.6pp | 68.9%-24.8pp |
| Annual return | 21.88% | 32.74%-10.9pp | 89.72%-67.8pp | 26.06%-4.2pp |
| Employer contribution / active EE | $1,085 | $2,588-58.1% | $4,268-74.6% | $2,596-58.2% |
| Participant deferral / active EE | $3,264 | $3,311-1.4% | $5,630-42.0% | $4,274-23.6% |
| Admin fee / account holder | $3,745 | $6,724-44.3% | $16,006-76.6% | $7,775-51.8% |