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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 | $76,834+121.4% | $108,359+57.0% | $87,485+94.5% |
| Participation rate | 54.5% | 61.7%-7.2pp | 70.1%-15.6pp | 68.9%-14.4pp |
| Annual return | 15.12% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,893 | $1,556+21.6% | $2,399-21.1% | $2,596-27.1% |
| Participant deferral / active EE | $5,060 | $3,100+63.2% | $4,137+22.3% | $4,274+18.4% |
| Admin fee / account holder | $31,212 | $6,537+377.5% | $9,741+220.4% | $7,775+301.4% |