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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 | $187,058 | $94,031+98.9% | $115,768+61.6% | $82,448+126.9% |
| Participation rate | 35.4% | 70.4%-35.0pp | 74.4%-39.0pp | 68.1%-32.7pp |
| Annual return | 12.57% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,497 | $2,323-35.6% | $2,940-49.1% | $2,551-41.3% |
| Participant deferral / active EE | $1,823 | $3,972-54.1% | $4,917-62.9% | $4,139-56.0% |
| Admin fee / account holder | $13,347 | $10,249+30.2% | $12,439+7.3% | $7,234+84.5% |