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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 | $182,469 | $96,052+90.0% | $118,106+54.5% | $87,485+108.6% |
| Participation rate | 42.9% | 77.0%-34.2pp | 81.9%-39.0pp | 68.9%-26.1pp |
| Annual return | 19.47% | 24.16%-4.7pp | 19.44%0pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,684 | $3,939-57.2% | $4,698-64.2% | $2,596-35.1% |
| Participant deferral / active EE | $2,713 | $5,793-53.2% | $6,619-59.0% | $4,274-36.5% |
| Admin fee / account holder | $3,722 | $7,618-51.1% | $8,973-58.5% | $7,775-52.1% |