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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 | $182,648 | $112,729+62.0% | $98,716+85.0% | $137,256+33.1% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 19.97% | 38.48%-18.5pp | 31.81%-11.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $766 | $2,725-71.9% | $2,279-66.4% | $4,156-81.6% |
| Participant deferral / active EE | $4,018 | $4,640-13.4% | $4,048-0.7% | $6,407-37.3% |
| Admin fee / account holder | $1,734 | $10,129-82.9% | $8,703-80.1% | $12,270-85.9% |