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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 | $177,039 | $112,729+57.0% | $98,716+79.3% | $137,256+29.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 15.14% | 38.48%-23.3pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,250 | $2,725-54.1% | $2,279-45.1% | $4,156-69.9% |
| Participant deferral / active EE | $6,721 | $4,640+44.8% | $4,048+66.0% | $6,407+4.9% |
| Admin fee / account holder | $13,887 | $10,129+37.1% | $8,703+59.6% | $12,270+13.2% |