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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 | $175,321 | $95,404+83.8% | $113,397+54.6% | $82,637+112.2% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.5%-24.5pp | 68.1%-16.1pp |
| Annual return | 16.00% | 19.08%-3.1pp | 23.20%-7.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,335 | $2,307-42.1% | $2,977-55.2% | $2,552-47.7% |
| Participant deferral / active EE | $3,457 | $4,220-18.1% | $5,076-31.9% | $4,126-16.2% |
| Admin fee / account holder | $2,247 | $9,168-75.5% | $11,957-81.2% | $7,339-69.4% |