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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 | $73,787+130.6% | $98,716+72.4% | $82,448+106.4% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.3%-14.7pp | 68.1%-13.5pp |
| Annual return | 15.12% | 18.57%-3.4pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,893 | $1,511+25.3% | $2,279-16.9% | $2,551-25.8% |
| Participant deferral / active EE | $5,060 | $3,081+64.2% | $4,048+25.0% | $4,139+22.3% |
| Admin fee / account holder | $31,212 | $6,500+380.2% | $8,703+258.6% | $7,234+331.4% |