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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 | $75,541+125.0% | $152,093+11.7% | $82,637+105.6% |
| Participation rate | 43.3% | 66.5%-23.2pp | 77.8%-34.4pp | 68.1%-24.7pp |
| Annual return | 17.64% | 32.56%-14.9pp | 66.36%-48.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,202 | $2,622-54.1% | $4,175-71.2% | $2,552-52.9% |
| Participant deferral / active EE | $4,477 | $3,206+39.7% | $5,451-17.9% | $4,126+8.5% |
| Admin fee / account holder | $12,895 | $6,405+101.3% | $14,497-11.0% | $7,339+75.7% |