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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 | $181,689 | $105,284+72.6% | $150,734+20.5% | $94,015+93.3% |
| Participation rate | 47.6% | 71.7%-24.1pp | 78.4%-30.8pp | 70.8%-23.2pp |
| Annual return | 18.60% | 15.67%+2.9pp | 600.81%-582.2pp | 17.84%+0.8pp |
| Employer contribution / active EE | $1,485 | $3,599-58.7% | $4,918-69.8% | $2,790-46.8% |
| Participant deferral / active EE | $3,278 | $4,274-23.3% | $5,610-41.6% | $4,249-22.9% |
| Admin fee / account holder | $1,204 | $9,839-87.8% | $14,905-91.9% | $8,951-86.5% |