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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 | $169,191 | $65,364+158.8% | $92,909+82.1% | $72,975+131.8% |
| Participation rate | 26.8% | 68.3%-41.5pp | 76.0%-49.2pp | 69.5%-42.7pp |
| Annual return | 22.78% | 42.11%-19.3pp | 109.44%-86.7pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,077 | $2,594-58.5% | $3,653-70.5% | $2,440-55.8% |
| Participant deferral / active EE | $3,028 | $3,128-3.2% | $4,238-28.5% | $3,608-16.1% |
| Admin fee / account holder | $1,355 | $4,251-68.1% | $5,795-76.6% | $5,124-73.6% |