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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 | $145,172 | $79,961+81.6% | $98,462+47.4% | $75,177+93.1% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 23.43% | 19.75%+3.7pp | 21.17%+2.3pp | 160.75%-137.3pp |
| Employer contribution / active EE | $1,112 | $2,264-50.9% | $3,049-63.5% | $2,671-58.4% |
| Participant deferral / active EE | $4,475 | $3,753+19.2% | $4,738-5.6% | $4,126+8.4% |
| Admin fee / account holder | $1,625 | $6,842-76.3% | $8,875-81.7% | $5,651-71.2% |