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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 | $186,771 | $72,269+158.4% | $101,271+84.4% | $79,852+133.9% |
| Participation rate | 47.1% | 68.5%-21.4pp | 75.8%-28.7pp | 69.6%-22.6pp |
| Annual return | 16.58% | 22.29%-5.7pp | 46.48%-29.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,782 | $2,692-33.8% | $3,660-51.3% | $2,471-27.9% |
| Participant deferral / active EE | $5,196 | $3,282+58.3% | $4,371+18.9% | $3,740+38.9% |
| Admin fee / account holder | $1,393 | $4,401-68.4% | $5,948-76.6% | $5,306-73.8% |