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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 | $164,744 | $87,132+89.1% | $105,624+56.0% | $80,959+103.5% |
| Participation rate | 41.5% | 70.4%-29.0pp | 75.3%-33.8pp | 67.7%-26.2pp |
| Annual return | 19.90% | 17.03%+2.9pp | 116.20%-96.3pp | 35.67%-15.8pp |
| Employer contribution / active EE | $821 | $2,397-65.8% | $3,168-74.1% | $2,757-70.2% |
| Participant deferral / active EE | $3,156 | $3,985-20.8% | $5,013-37.0% | $4,300-26.6% |
| Admin fee / account holder | $3,370 | $8,449-60.1% | $10,961-69.3% | $6,925-51.3% |