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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 | $182,352 | $106,974+70.5% | $90,796+100.8% | $138,895+31.3% |
| Participation rate | 65.0% | 74.9%-9.9pp | 69.5%-4.5pp | 79.9%-14.9pp |
| Annual return | 14.93% | 20.10%-5.2pp | 19.29%-4.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $812 | $2,609-68.9% | $2,294-64.6% | $4,194-80.6% |
| Participant deferral / active EE | $2,476 | $4,455-44.4% | $3,822-35.2% | $6,396-61.3% |
| Admin fee / account holder | $1,544 | $8,626-82.1% | $7,024-78.0% | $12,562-87.7% |