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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 | $165,947 | $72,273+129.6% | $101,275+63.9% | $79,856+107.8% |
| Participation rate | 54.2% | 68.5%-14.3pp | 75.8%-21.6pp | 69.6%-15.5pp |
| Annual return | 14.75% | 22.30%-7.5pp | 46.48%-31.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $711 | $2,691-73.6% | $3,660-80.6% | $2,471-71.2% |
| Participant deferral / active EE | $3,115 | $3,282-5.1% | $4,371-28.7% | $3,741-16.7% |
| Admin fee / account holder | $1,589 | $4,401-63.9% | $5,948-73.3% | $5,306-70.1% |