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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 | $94,436+98.1% | $115,599+61.8% | $82,637+126.4% |
| Participation rate | 35.4% | 70.4%-35.0pp | 74.3%-38.9pp | 68.1%-32.7pp |
| Annual return | 12.57% | 18.37%-5.8pp | 111.10%-98.5pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,497 | $2,324-35.6% | $2,955-49.4% | $2,552-41.4% |
| Participant deferral / active EE | $1,823 | $3,955-53.9% | $4,889-62.7% | $4,126-55.8% |
| Admin fee / account holder | $13,347 | $10,328+29.2% | $12,841+3.9% | $7,339+81.9% |