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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 | $170,143 | $83,898+102.8% | $133,346+27.6% | $94,015+81.0% |
| Participation rate | 54.5% | 63.4%-8.8pp | 72.8%-18.3pp | 70.8%-16.3pp |
| Annual return | 15.12% | 16.00%-0.9pp | 36.85%-21.7pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,893 | $1,821+4.0% | $2,853-33.7% | $2,790-32.2% |
| Participant deferral / active EE | $5,060 | $3,245+56.0% | $4,332+16.8% | $4,249+19.1% |
| Admin fee / account holder | $31,212 | $7,809+299.7% | $14,264+118.8% | $8,951+248.7% |