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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 | $165,431 | $67,894+143.7% | $89,340+85.2% | $82,448+100.6% |
| Participation rate | 23.1% | 64.0%-41.0pp | 69.6%-46.5pp | 68.1%-45.0pp |
| Annual return | 16.17% | 19.21%-3.0pp | 20.57%-4.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $848 | $1,828-53.6% | $2,231-62.0% | $2,551-66.8% |
| Participant deferral / active EE | $1,552 | $3,072-49.5% | $3,823-59.4% | $4,139-62.5% |
| Admin fee / account holder | $2,239 | $5,723-60.9% | $6,704-66.6% | $7,234-69.0% |