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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 | $181,912 | $112,729+61.4% | $98,716+84.3% | $137,256+32.5% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.3%-15.4pp | 80.0%-26.1pp |
| Annual return | 14.29% | 38.48%-24.2pp | 31.81%-17.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,163 | $2,725-57.3% | $2,279-49.0% | $4,156-72.0% |
| Participant deferral / active EE | $3,358 | $4,640-27.6% | $4,048-17.0% | $6,407-47.6% |
| Admin fee / account holder | $19,153 | $10,129+89.1% | $8,703+120.1% | $12,270+56.1% |