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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 | $163,071 | $76,371+113.5% | $93,621+74.2% | $72,975+123.5% |
| Participation rate | 42.5% | 71.8%-29.3pp | 75.8%-33.3pp | 69.5%-27.0pp |
| Annual return | 24.23% | 25.82%-1.6pp | 32.76%-8.5pp | 81.01%-56.8pp |
| Employer contribution / active EE | $1,049 | $2,276-53.9% | $2,719-61.4% | $2,440-57.0% |
| Participant deferral / active EE | $1,460 | $3,538-58.7% | $4,070-64.1% | $3,608-59.5% |
| Admin fee / account holder | $1,026 | $6,839-85.0% | $7,890-87.0% | $5,124-80.0% |