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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 | $172,671 | $106,864+61.6% | $147,318+17.2% | $82,637+109.0% |
| Participation rate | 29.3% | 75.5%-46.2pp | 82.1%-52.8pp | 68.1%-38.8pp |
| Annual return | 14.17% | 27.49%-13.3pp | 70.43%-56.3pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,095 | $3,417-38.7% | $4,593-54.4% | $2,552-17.9% |
| Participant deferral / active EE | $4,691 | $6,496-27.8% | $7,906-40.7% | $4,126+13.7% |
| Admin fee / account holder | $10,134 | $8,415+20.4% | $13,708-26.1% | $7,339+38.1% |