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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 | $171,193 | $58,627+192.0% | $76,735+123.1% | $82,448+107.6% |
| Participation rate | 27.8% | 63.2%-35.4pp | 69.5%-41.7pp | 68.1%-40.3pp |
| Annual return | 17.63% | 39.10%-21.5pp | 29.77%-12.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $864 | $1,729-50.0% | $2,454-64.8% | $2,551-66.1% |
| Participant deferral / active EE | $3,448 | $3,134+10.0% | $4,088-15.7% | $4,139-16.7% |
| Admin fee / account holder | $1,939 | $5,323-63.6% | $7,189-73.0% | $7,234-73.2% |