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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 | $173,004 | $70,486+145.4% | $100,535+72.1% | $79,856+116.6% |
| Participation rate | 64.5% | 73.6%-9.1pp | 79.4%-14.9pp | 69.6%-5.1pp |
| Annual return | 17.26% | 21.90%-4.6pp | 30.90%-13.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $289 | $2,165-86.6% | $3,419-91.5% | $2,471-88.3% |
| Participant deferral / active EE | $9,086 | $5,182+75.4% | $6,271+44.9% | $3,741+142.9% |
| Admin fee / account holder | $10,991 | $4,480+145.3% | $8,085+36.0% | $5,306+107.1% |