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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 | $165,561 | $112,729+46.9% | $98,716+67.7% | $137,256+20.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 15.00% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,407 | $2,725-48.4% | $2,279-38.3% | $4,156-66.1% |
| Participant deferral / active EE | $4,385 | $4,640-5.5% | $4,048+8.3% | $6,407-31.6% |
| Admin fee / account holder | $5,105 | $10,129-49.6% | $8,703-41.3% | $12,270-58.4% |