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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 | $172,877 | $55,930+209.1% | $76,089+127.2% | $80,925+113.6% |
| Participation rate | 50.8% | 62.1%-11.2pp | 69.1%-18.2pp | 67.7%-16.8pp |
| Annual return | 12.27% | 20.58%-8.3pp | 360.94%-348.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,816 | $1,866-2.7% | $2,690-32.5% | $2,756-34.1% |
| Participant deferral / active EE | $3,234 | $3,051+6.0% | $4,259-24.1% | $4,299-24.8% |
| Admin fee / account holder | $3,247 | $5,241-38.0% | $6,418-49.4% | $6,940-53.2% |