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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 | $177,753 | $108,825+63.3% | $156,181+13.8% | $82,448+115.6% |
| Participation rate | 47.6% | 72.4%-24.7pp | 78.8%-31.2pp | 68.1%-20.4pp |
| Annual return | 18.44% | 20.59%-2.2pp | 64.87%-46.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,066 | $2,870-62.9% | $4,294-75.2% | $2,551-58.2% |
| Participant deferral / active EE | $3,600 | $4,577-21.3% | $6,132-41.3% | $4,139-13.0% |
| Admin fee / account holder | $7,573 | $9,341-18.9% | $14,586-48.1% | $7,234+4.7% |