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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 | $175,593 | $73,787+138.0% | $98,716+77.9% | $82,448+113.0% |
| Participation rate | 36.3% | 61.4%-25.2pp | 69.3%-33.0pp | 68.1%-31.8pp |
| Annual return | 18.07% | 18.57%-0.5pp | 31.81%-13.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $818 | $1,511-45.9% | $2,279-64.1% | $2,551-67.9% |
| Participant deferral / active EE | $2,331 | $3,081-24.4% | $4,048-42.4% | $4,139-43.7% |
| Admin fee / account holder | $5,521 | $6,500-15.1% | $8,703-36.6% | $7,234-23.7% |