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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 | $161,731 | $83,485+93.7% | $125,192+29.2% | $72,975+121.6% |
| Participation rate | 46.7% | 73.3%-26.6pp | 79.8%-33.1pp | 69.5%-22.8pp |
| Annual return | 21.75% | 25.77%-4.0pp | 43.79%-22.0pp | 81.01%-59.3pp |
| Employer contribution / active EE | $860 | $2,346-63.3% | $3,866-77.7% | $2,440-64.7% |
| Participant deferral / active EE | $2,338 | $3,586-34.8% | $4,937-52.7% | $3,608-35.2% |
| Admin fee / account holder | $4,173 | $5,518-24.4% | $9,704-57.0% | $5,124-18.6% |