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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 | $173,694 | $110,379+57.4% | $102,412+69.6% | $145,884+19.1% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 24.64% | 24.84%-0.2pp | 24.94%-0.3pp | 551.85%-527.2pp |
| Employer contribution / active EE | $1,478 | $4,216-64.9% | $3,870-61.8% | $4,662-68.3% |
| Participant deferral / active EE | $2,470 | $5,622-56.1% | $5,060-51.2% | $6,690-63.1% |
| Admin fee / account holder | $1,096 | $9,745-88.8% | $8,388-86.9% | $13,392-91.8% |