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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 | $175,638 | $106,864+64.4% | $147,318+19.2% | $82,637+112.5% |
| Participation rate | 48.3% | 75.5%-27.2pp | 82.1%-33.8pp | 68.1%-19.8pp |
| Annual return | 14.69% | 27.49%-12.8pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,464 | $3,417-57.2% | $4,593-68.1% | $2,552-42.6% |
| Participant deferral / active EE | $2,851 | $6,496-56.1% | $7,906-63.9% | $4,126-30.9% |
| Admin fee / account holder | $1,007 | $8,415-88.0% | $13,708-92.7% | $7,339-86.3% |