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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 | $169,931 | $76,407+122.4% | $150,298+13.1% | $82,448+106.1% |
| Participation rate | 43.3% | 66.4%-23.1pp | 77.8%-34.4pp | 68.1%-24.7pp |
| Annual return | 17.64% | 39.99%-22.4pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,202 | $2,614-54.0% | $4,154-71.1% | $2,551-52.9% |
| Participant deferral / active EE | $4,477 | $3,214+39.3% | $5,453-17.9% | $4,139+8.2% |
| Admin fee / account holder | $12,895 | $6,352+103.0% | $14,116-8.6% | $7,234+78.2% |