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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 | $171,407 | $112,729+52.1% | $98,716+73.6% | $137,256+24.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 10.57% | 38.48%-27.9pp | 31.81%-21.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $733 | $2,725-73.1% | $2,279-67.8% | $4,156-82.4% |
| Participant deferral / active EE | $2,435 | $4,640-47.5% | $4,048-39.8% | $6,407-62.0% |
| Admin fee / account holder | $2,059 | $10,129-79.7% | $8,703-76.3% | $12,270-83.2% |