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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 | $173,795 | $101,950+70.5% | $125,529+38.5% | $86,983+99.8% |
| Participation rate | 47.5% | 70.2%-22.7pp | 74.7%-27.2pp | 69.5%-22.0pp |
| Annual return | 14.07% | 18.29%-4.2pp | 202.56%-188.5pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,709 | $2,358-27.5% | $3,058-44.1% | $2,584-33.9% |
| Participant deferral / active EE | $2,909 | $3,862-24.7% | $4,813-39.6% | $4,194-30.6% |
| Admin fee / account holder | $1,610 | $12,791-87.4% | $16,298-90.1% | $7,856-79.5% |