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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 | $171,346 | $106,749+60.5% | $145,433+17.8% | $82,448+107.8% |
| Participation rate | 38.2% | 75.6%-37.5pp | 82.1%-43.9pp | 68.1%-29.9pp |
| Annual return | 18.58% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,334 | $3,444-61.3% | $4,554-70.7% | $2,551-47.7% |
| Participant deferral / active EE | $3,437 | $6,519-47.3% | $7,897-56.5% | $4,139-17.0% |
| Admin fee / account holder | $3,106 | $8,390-63.0% | $13,129-76.3% | $7,234-57.1% |