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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 | $184,222 | $86,940+111.9% | $102,434+79.8% | $80,935+127.6% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.7%-30.2pp |
| Annual return | 19.14% | 18.89%+0.3pp | 29.46%-10.3pp | 35.66%-16.5pp |
| Employer contribution / active EE | $1,167 | $2,370-50.7% | $3,023-61.4% | $2,757-57.7% |
| Participant deferral / active EE | $4,641 | $4,121+12.6% | $5,055-8.2% | $4,299+7.9% |
| Admin fee / account holder | $3,444 | $8,047-57.2% | $9,462-63.6% | $6,924-50.3% |