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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 | $165,270 | $65,246+153.3% | $98,716+67.4% | $67,986+143.1% |
| Participation rate | 29.7% | 51.4%-21.7pp | 69.3%-39.6pp | 57.2%-27.5pp |
| Annual return | 16.66% | 20.58%-3.9pp | 31.81%-15.2pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,087 | $1,042+4.3% | $2,279-52.3% | $2,019-46.2% |
| Participant deferral / active EE | $2,380 | $2,594-8.3% | $4,048-41.2% | $3,358-29.1% |
| Admin fee / account holder | $3,824 | $4,561-16.2% | $8,703-56.1% | $3,203+19.4% |