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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 | $186,027 | $107,809+72.6% | $97,032+91.7% | $155,188+19.9% |
| Participation rate | 53.8% | 75.5%-21.6pp | 71.6%-17.7pp | 80.8%-27.0pp |
| Annual return | 17.85% | 38.06%-20.2pp | 35.38%-17.5pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,392 | $2,911-52.2% | $2,629-47.0% | $4,248-67.2% |
| Participant deferral / active EE | $4,875 | $5,129-5.0% | $4,672+4.3% | $6,531-25.4% |
| Admin fee / account holder | $1,656 | $10,717-84.6% | $9,418-82.4% | $14,480-88.6% |