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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 | $160,710 | $87,166+84.4% | $76,735+109.4% | $137,256+17.1% |
| Participation rate | 52.4% | 74.4%-22.0pp | 69.5%-17.1pp | 80.0%-27.6pp |
| Annual return | 21.66% | 26.50%-4.8pp | 29.77%-8.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,366 | $2,904-53.0% | $2,454-44.4% | $4,156-67.1% |
| Participant deferral / active EE | $4,446 | $4,726-5.9% | $4,088+8.8% | $6,407-30.6% |
| Admin fee / account holder | $9,236 | $8,403+9.9% | $7,189+28.5% | $12,270-24.7% |