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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 | $168,416 | $95,904+75.6% | $173,730-3.1% | $64,340+161.8% |
| Participation rate | 21.2% | 60.6%-39.4pp | 79.6%-58.3pp | 55.2%-34.0pp |
| Annual return | 15.27% | 17.47%-2.2pp | 19.96%-4.7pp | 24.14%-8.9pp |
| Employer contribution / active EE | $715 | $2,323-69.2% | $4,577-84.4% | $1,862-61.6% |
| Participant deferral / active EE | $1,483 | $3,488-57.5% | $6,326-76.6% | $2,980-50.2% |
| Admin fee / account holder | $6,124 | $5,089+20.3% | $17,523-65.1% | $3,703+65.4% |