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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 | $169,732 | $106,864+58.8% | $147,318+15.2% | $82,637+105.4% |
| Participation rate | 37.9% | 75.5%-37.6pp | 82.1%-44.1pp | 68.1%-30.1pp |
| Annual return | 16.73% | 27.49%-10.8pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,262 | $3,417-63.1% | $4,593-72.5% | $2,552-50.6% |
| Participant deferral / active EE | $3,285 | $6,496-49.4% | $7,906-58.4% | $4,126-20.4% |
| Admin fee / account holder | $16,850 | $8,415+100.2% | $13,708+22.9% | $7,339+129.6% |