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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 | $191,191 | $107,733+77.5% | $92,985+105.6% | $154,746+23.6% |
| Participation rate | 16.7% | 74.6%-57.9pp | 69.5%-52.8pp | 80.7%-64.0pp |
| Annual return | 18.43% | 30.39%-12.0pp | 27.99%-9.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,646 | $3,126-15.4% | $2,662-0.6% | $4,379-39.6% |
| Participant deferral / active EE | $3,033 | $5,053-40.0% | $4,377-30.7% | $6,730-54.9% |
| Admin fee / account holder | $1,040 | $11,369-90.9% | $9,463-89.0% | $14,365-92.8% |