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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 | $163,561 | $81,487+100.7% | $102,412+59.7% | $80,935+102.1% |
| Participation rate | 27.1% | 66.8%-39.7pp | 74.5%-47.4pp | 67.7%-40.5pp |
| Annual return | 22.78% | 25.60%-2.8pp | 24.94%-2.2pp | 35.66%-12.9pp |
| Employer contribution / active EE | $1,358 | $3,103-56.2% | $3,870-64.9% | $2,757-50.7% |
| Participant deferral / active EE | $3,149 | $3,871-18.7% | $5,060-37.8% | $4,299-26.8% |
| Admin fee / account holder | $879 | $6,717-86.9% | $8,388-89.5% | $6,924-87.3% |