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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 | $124,980+45.6% | $108,359+67.9% | $154,746+17.6% |
| Participation rate | 53.8% | 75.2%-21.3pp | 70.1%-16.3pp | 80.7%-26.9pp |
| Annual return | 14.29% | 45.00%-30.7pp | 36.89%-22.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,163 | $2,851-59.2% | $2,399-51.5% | $4,379-73.4% |
| Participant deferral / active EE | $3,358 | $4,743-29.2% | $4,137-18.8% | $6,730-50.1% |
| Admin fee / account holder | $19,153 | $11,502+66.5% | $9,741+96.6% | $14,365+33.3% |