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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 | $184,774 | $102,245+80.7% | $89,340+106.8% | $137,256+34.6% |
| Participation rate | 69.2% | 74.9%-5.7pp | 69.6%-0.3pp | 80.0%-10.7pp |
| Annual return | 13.55% | 21.89%-8.3pp | 20.57%-7.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,549 | $2,529-38.8% | $2,231-30.6% | $4,156-62.7% |
| Participant deferral / active EE | $3,469 | $4,436-21.8% | $3,823-9.3% | $6,407-45.9% |
| Admin fee / account holder | $3,935 | $8,085-51.3% | $6,704-41.3% | $12,270-67.9% |