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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 | $162,667 | $100,970+61.1% | $96,576+68.4% | $137,256+18.5% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 16.28% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,000 | $3,809-73.7% | $3,553-71.9% | $4,156-75.9% |
| Participant deferral / active EE | $2,500 | $8,286-69.8% | $7,956-68.6% | $6,407-61.0% |
| Admin fee / account holder | $8,799 | $11,312-22.2% | $11,381-22.7% | $12,270-28.3% |