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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 | $173,824 | $76,407+127.5% | $150,298+15.7% | $82,448+110.8% |
| Participation rate | 44.3% | 66.4%-22.1pp | 77.8%-33.5pp | 68.1%-23.8pp |
| Annual return | 16.07% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,789 | $2,614-31.5% | $4,154-56.9% | $2,551-29.9% |
| Participant deferral / active EE | $3,313 | $3,214+3.1% | $5,453-39.2% | $4,139-20.0% |
| Admin fee / account holder | $4,347 | $6,352-31.6% | $14,116-69.2% | $7,234-39.9% |