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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 | $184,351 | $104,650+76.2% | $83,854+119.8% | $155,188+18.8% |
| Participation rate | 53.8% | 65.1%-11.2pp | 59.1%-5.3pp | 80.8%-27.0pp |
| Annual return | 18.82% | 28.97%-10.1pp | 31.39%-12.6pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,827 | $1,196+52.7% | $1,017+79.6% | $4,248-57.0% |
| Participant deferral / active EE | $2,077 | $2,367-12.3% | $2,035+2.1% | $6,531-68.2% |
| Admin fee / account holder | $664 | $3,518-81.1% | $3,197-79.2% | $14,480-95.4% |